Position in ELV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$633,850
+$227,689 QoQ
Shares Held
1,639
+30.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#885
of 1,597 holders
Holding Since
Dec 2023
8 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, 2026Lebenthal Global Advisors, LLC holds $1,456,796 across 2 Healthcare Plans names. ELV ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,980 | $822,946 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
1,639 | $633,850 |
All Filings in ELV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,850 | 1,639 | Shares | Defined | 2026-07-30 | |
| 2025-09-30 | $406,161 | 1,257 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $600,943 | 1,545 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $568,492 | 1,307 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $273,000 | 525 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $272,554 | 503 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $259,269 | 500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $215,502 | 457 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||