Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$359,658
+$83,010 QoQ
Shares Held
930
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,076
of 1,597 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Naviter Wealth, LLC holds $2,420,351 across 2 Healthcare Plans names. ELV ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,958 | $2,060,693 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
930 | $359,658 |
All Filings in ELV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,658 | 930 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $276,648 | 945 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $453,962 | 1,295 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $495,989 | 1,535 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $766,640 | 1,971 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,013,891 | 2,331 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,300,003 | 3,524 | Shares | Sole | 2025-02-07 | |
| 2023-12-31 | $852,580 | 1,808 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $617,425 | 1,418 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $585,574 | 1,318 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $542,115 | 1,179 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||