Legacy Capital Group California, Inc.
Position in ELV — Elevance Health, Inc.
CIK 1977092
LOS GATOS, CA
Position in ELV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$223,143
-$207,332 QoQ
Shares Held
577
-53.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,270
of 1,597 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Legacy Capital Group California, Inc. holds $2,272,590 across 2 Healthcare Plans names. ELV ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
19,811 | $2,049,447 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
577 | $223,143 |
All Filings in ELV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,143 | 577 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $430,475 | 1,228 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $393,237 | 1,217 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $291,331 | 749 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $327,089 | 752 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $278,888 | 756 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $286,000 | 550 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $313,736 | 579 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $426,239 | 822 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $392,337 | 832 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $362,269 | 832 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $372,759 | 839 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $374,285 | 814 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||