Position in ELV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$2,337,608
-$469,596 QoQ
Shares Held
7,985
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026EAGLE ROCK INVESTMENT COMPANY, LLC holds $5,178,749 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
12,460 | $5,178,749 |
All Filings in ELV
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,337,608 | 7,985 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,807,204 | 8,008 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,711,623 | 8,392 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,328,719 | 8,558 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,567,976 | 8,203 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,553,525 | 6,922 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,315,880 | 14,069 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,092,131 | 11,243 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,003,656 | 11,578 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,268,268 | 11,172 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,861,464 | 11,165 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,781,893 | 10,763 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,763,631 | 10,360 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $4,664,949 | 9,094 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,995,949 | 8,797 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,551,883 | 5,288 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,045,440 | 4,164 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||