Position in ELV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$597,497
+$211,946 QoQ
Shares Held
1,545
+17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#907
of 1,597 holders
Holding Since
Mar 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, 2026Everhart Financial Group, Inc. holds $5,524,132 across 6 Healthcare Plans names. ELV ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
6,732 | $2,798,021 | |
| 2 | CI |
Cigna Group
|
3,641 | $1,003,750 | |
| 3 | CVS |
CVS HEALTH Corp
|
7,282 | $753,322 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
1,545 | $597,497 | |
| 5 | CNC |
Centene Corp
|
4,764 | $305,801 | |
| 6 | CLOV |
Clover Health Investments, Corp. /De
|
12,546 | $65,741 |
All Filings in ELV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,497 | 1,545 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $385,551 | 1,317 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $718,627 | 2,050 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $365,125 | 1,130 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $495,146 | 1,273 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $518,037 | 1,191 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $719,680 | 1,384 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $698,999 | 1,290 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $580,246 | 1,119 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $447,038 | 948 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $397,973 | 914 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $418,076 | 941 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $691,094 | 1,503 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $769,455 | 1,500 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $608,227 | 1,339 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $574,752 | 1,191 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $527,079 | 1,073 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $414,868 | 895 | Shares | Sole | 2022-01-21 | |
| 2021-03-31 | $218,959 | 610 | Shares | Sole | 2021-04-13 | |
| No filing history on record for this holder in this stock. | ||||||