Position in ELV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$28,200,738
+$7,644,419 QoQ
Shares Held
72,921
+3.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#203
of 1,592 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 31%
Shared 32%
None 37%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $405,313,761 across 10 Healthcare Plans names. ELV ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
8,447,224 | $243,633,636 | |
| 2 | CVS |
CVS HEALTH Corp
|
640,039 | $49,516,007 | |
| 3 | CI |
Cigna Group
|
554,756 | $40,315,914 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
72,921 | $28,200,738 | |
| 5 | CNC |
Centene Corp
|
371,227 | $23,829,061 | |
| 6 | HUM |
Humana Inc
|
624,775 | $10,440,905 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
136,378 | $3,247,160 | |
| 8 | PGNY |
Progyny, Inc.
|
109,939 | $3,169,541 |
All Filings in ELV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,200,738 | 72,921 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $20,556,319 | 70,218 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $23,578,343 | 67,261 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $19,369,749 | 59,946 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $28,065,017 | 72,154 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $32,810,771 | 75,434 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $26,377,086 | 71,502 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $42,347,240 | 81,437 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $45,109,302 | 83,249 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $41,298,599 | 79,644 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $37,688,961 | 79,924 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $34,848,839 | 80,035 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $35,481,887 | 79,862 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $38,799,686 | 84,382 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $41,511,583 | 80,924 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||