Position in ELV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$700,368
+$445,091 QoQ
Shares Held
1,811
+107.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#859
of 1,597 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $11,482,987 across 7 Healthcare Plans names. ELV ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
13,585 | $5,646,332 | |
| 2 | CVS |
CVS HEALTH Corp
|
32,607 | $3,373,193 | |
| 3 | CI |
Cigna Group
|
2,662 | $733,860 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
1,811 | $700,368 | |
| 5 | HUM |
Humana Inc
|
1,342 | $533,068 | |
| 6 | CNC |
Centene Corp
|
3,870 | $248,414 | |
| 7 | OSCR |
Oscar Health, Inc.
|
8,687 | $247,752 |
All Filings in ELV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,368 | 1,811 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $255,277 | 872 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $371,583 | 1,060 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $285,638 | 884 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $294,053 | 756 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $512,382 | 1,178 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $242,367 | 657 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $319,800 | 615 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $319,697 | 590 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $283,641 | 547 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $259,829 | 551 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||