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Financial Perspectives, Inc

Position in ELV — Elevance Health, Inc.

CIK 2003287 MINNEAPOLIS, MN

Position in ELV

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$52,208
+$12,687 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,394
of 1,592 holders
Holding Since
Mar 2020
23 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, 2026

Financial Perspectives, Inc holds $2,061,080 across 5 Healthcare Plans names. ELV ranks #4 (2.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 ELV
Elevance Health, Inc.
This page
135 $52,208

All Filings in ELV

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $52,208 135
2026-03-31 $39,521 135
2025-12-31 $47,324 135
2025-09-30 $43,621 135
2025-06-30 $52,509 135
2025-03-31 $58,719 135
2024-12-31 $49,801 135
2023-12-31 $8,016 17
2023-09-30 $6,966 16
2023-06-30 $7,108 16
2023-03-31 $7,356 16
2022-12-31 $8,207 16
2022-09-30 $7,267 16
2022-06-30 $7,721 16
2022-03-31 $7,859 16
2021-12-31 $7,416 16
2021-09-30 $5,964 16
2021-06-30 $6,108 16
2021-03-31 $16 5,743
2020-12-31 $5,137 16
2020-09-30 $4,297 16
2020-06-30 $4,207 16
2020-03-31 $3,632 16