Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,786,892
+$4,789,940 QoQ
Shares Held
22,721
+121.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#372
of 1,597 holders
Holding Since
Jun 2022
4 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, 2026WCG Wealth Advisors LLC holds $13,132,719 across 2 Healthcare Plans names. ELV ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
22,721 | $8,786,892 | |
| 2 | UNH |
Unitedhealth Group Inc
|
10,456 | $4,345,827 |
All Filings in ELV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,786,892 | 22,721 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $3,996,952 | 10,276 | Shares | Sole | 2025-08-13 | |
| 2022-09-30 | $2,668,660 | 5,875 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $168,977 | 372 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $11,499,398 | 23,829 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||