Position in ELV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$350,764
+$85,240 QoQ
Shares Held
907
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,082
of 1,592 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Wealth Advisory Solutions, LLC holds $755,171 across 2 Healthcare Plans names. ELV ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
973 | $404,407 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
907 | $350,764 |
All Filings in ELV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,764 | 907 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $265,524 | 907 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $317,948 | 907 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $293,069 | 907 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $352,786 | 907 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $394,508 | 907 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $334,592 | 907 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $472,160 | 908 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $492,008 | 908 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $470,834 | 908 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $353,670 | 750 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $395,361 | 908 | Shares | Sole | 2024-02-07 | |
| 2023-03-31 | $419,346 | 912 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $467,828 | 912 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $414,266 | 912 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $676,577 | 1,402 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $580,130 | 1,181 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $965,179 | 2,589 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $887,303 | 2,324 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||