Position in ELV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$76,185
+$19,977 QoQ
Shares Held
197
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,373
of 1,592 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $12,002,377 across 9 Healthcare Plans names. ELV ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
17,949 | $7,460,141 | |
| 2 | CVS |
CVS HEALTH Corp
|
34,060 | $3,523,506 | |
| 3 | CI |
Cigna Group
|
2,917 | $804,158 | |
| 4 | HUM |
Humana Inc
|
242 | $96,127 | |
| 5 | ELV |
Elevance Health, Inc.
This page
|
197 | $76,185 | |
| 6 | CNC |
Centene Corp
|
253 | $16,240 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
49 | $11,206 | |
| 8 | OSCR |
Oscar Health, Inc.
|
389 | $11,094 |
All Filings in ELV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,185 | 197 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $56,208 | 192 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $69,058 | 197 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $87,242 | 270 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $112,409 | 289 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $200,951 | 462 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $167,111 | 453 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $354,640 | 682 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $403,143 | 744 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $480,168 | 926 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $497,967 | 1,056 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $405,811 | 932 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $425,185 | 957 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,510,076 | 16,333 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,089,245 | 13,820 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,599,198 | 14,528 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,289,665 | 19,250 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $12,829,683 | 26,118 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $976,215 | 2,106 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,078,510 | 2,893 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,454,658 | 3,810 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $506,119 | 1,410 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||