Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$372,034
+$97,435 QoQ
Shares Held
962
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,060
of 1,592 holders
Holding Since
Sep 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, 2026Bell Investment Advisors, Inc holds $633,573 across 8 Healthcare Plans names. ELV ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
962 | $372,034 | |
| 2 | UNH |
Unitedhealth Group Inc
|
351 | $145,886 | |
| 3 | CVS |
CVS HEALTH Corp
|
426 | $44,069 | |
| 4 | CI |
Cigna Group
|
148 | $40,800 | |
| 5 | HUM |
Humana Inc
|
56 | $22,244 | |
| 6 | CNC |
Centene Corp
|
77 | $4,942 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
11 | $2,515 | |
| 8 | OSCR |
Oscar Health, Inc.
|
38 | $1,083 |
All Filings in ELV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,034 | 962 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $274,599 | 938 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $323,557 | 923 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $304,379 | 942 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $396,350 | 1,019 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $430,610 | 990 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $351,930 | 954 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $535,080 | 1,029 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $557,573 | 1,029 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $520,095 | 1,003 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $466,372 | 989 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $421,921 | 969 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $427,406 | 962 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $438,658 | 954 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $495,529 | 966 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $66,319 | 146 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $63,700 | 132 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $59,333 | 128 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $37,280 | 100 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||