Position in ELV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$427,723
+$103,942 QoQ
Shares Held
1,106
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,016
of 1,597 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $933,129 across 2 Healthcare Plans names. ELV ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,216 | $505,406 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
1,106 | $427,723 |
All Filings in ELV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,723 | 1,106 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $323,781 | 1,106 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $419,257 | 1,196 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $399,376 | 1,236 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $463,251 | 1,191 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $656,789 | 1,510 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $649,264 | 1,760 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,022,840 | 1,967 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,157,412 | 2,136 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||