Position in ELV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$61,876
+$25,868 QoQ
Shares Held
160
+30.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,388
of 1,597 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $1,275,182 across 10 Healthcare Plans names. ELV ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
7,108 | $456,262 | |
| 2 | UNH |
Unitedhealth Group Inc
|
712 | $295,928 | |
| 3 | MOH |
Molina Healthcare, Inc.
|
988 | $225,955 | |
| 4 | CVS |
CVS HEALTH Corp
|
1,085 | $112,243 | |
| 5 | CI |
Cigna Group
|
330 | $90,974 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
160 | $61,876 | |
| 7 | HUM |
Humana Inc
|
45 | $17,874 | |
| 8 | PGNY |
Progyny, Inc.
|
232 | $6,688 |
All Filings in ELV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,876 | 160 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $36,008 | 123 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $26,992 | 77 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $37,805 | 117 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,557 | 22 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,004 | 23 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,213 | 6 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,640 | 7 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,793 | 7 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,629 | 7 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,886 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,741 | 4 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,777 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,839 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,051 | 4 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||