Western Pacific Wealth Management, LP
Position in ELV — Elevance Health, Inc.
CIK 1907320
Lake Forest, IL
Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$537,941
+$260,707 QoQ
Shares Held
1,391
+46.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#948
of 1,592 holders
Holding Since
Sep 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Western Pacific Wealth Management, LP holds $682,164 across 2 Healthcare Plans names. ELV ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
1,391 | $537,941 | |
| 2 | UNH |
Unitedhealth Group Inc
|
347 | $144,223 |
All Filings in ELV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,941 | 1,391 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $277,234 | 947 | Shares | Sole | 2026-04-17 | |
| 2024-09-30 | $73,840 | 142 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $76,944 | 142 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $62,743 | 121 | Shares | Sole | 2024-05-15 | |
| 2022-12-31 | $58,478 | 114 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $33,159 | 73 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||