Position in ELV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,229,698
+$3,161,576 QoQ
Shares Held
23,866
+15.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#368
of 1,596 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $50,686,812 across 7 Healthcare Plans names. ELV ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
58,523 | $24,323,914 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
23,866 | $9,229,698 | |
| 3 | CI |
Cigna Group
|
20,629 | $5,687,002 | |
| 4 | CVS |
CVS HEALTH Corp
|
47,828 | $4,947,806 | |
| 5 | CNC |
Centene Corp
|
45,774 | $2,938,233 | |
| 6 | HUM |
Humana Inc
|
5,503 | $2,185,901 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
6,009 | $1,374,258 |
All Filings in ELV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,229,698 | 23,866 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,068,122 | 20,728 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,867,863 | 25,297 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,586,914 | 26,575 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,458,713 | 21,747 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,750,525 | 20,118 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,515,423 | 14,951 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,148,400 | 15,670 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,805,493 | 14,405 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,520,640 | 12,575 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,522,439 | 11,711 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,571,910 | 10,500 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,862,309 | 10,944 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,667,991 | 10,152 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,174,328 | 10,087 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,070,444 | 8,961 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,874,152 | 8,028 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,660,080 | 7,451 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,095,983 | 6,679 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||