Position in ELV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$848,975
-$486,620 QoQ
Shares Held
2,900
-23.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $1,315,742 across 2 Healthcare Plans names. ELV ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
2,900 | $848,975 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,725 | $466,767 |
All Filings in ELV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $848,975 | 2,900 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,335,595 | 3,810 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,231,087 | 3,810 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,481,937 | 3,810 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,657,197 | 3,810 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,405,509 | 3,810 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,981,200 | 3,810 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,064,486 | 3,810 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,975,637 | 3,810 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,824,937 | 3,870 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,685,075 | 3,870 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,719,402 | 3,870 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,789,580 | 3,892 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,996,479 | 3,892 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,767,902 | 3,892 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,878,201 | 3,892 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,911,828 | 3,892 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,804,097 | 3,892 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,458,393 | 3,912 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $1,493,601 | 3,912 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $1,396,315 | 3,890 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $1,249,040 | 3,890 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $1,044,815 | 3,890 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $1,022,992 | 3,890 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $929,728 | 4,095 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||