Position in ELV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$56,462
+$11,227 QoQ
Shares Held
146
+40.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,395
of 1,597 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $2,093,667 across 7 Healthcare Plans names. ELV ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,953 | $1,642,985 | |
| 2 | CI |
Cigna Group
|
648 | $178,640 | |
| 3 | HUM |
Humana Inc
|
287 | $114,002 | |
| 4 | CVS |
CVS HEALTH Corp
|
953 | $98,587 | |
| 5 | ELV |
Elevance Health, Inc.
This page
|
146 | $56,462 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
68 | $1,619 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
6 | $1,372 |
All Filings in ELV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,462 | 146 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $45,235 | 104 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $89,642 | 243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $126,360 | 243 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $131,671 | 243 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $126,005 | 243 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $117,418 | 249 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $111,902 | 257 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $129,288 | 291 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $154,496 | 336 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $145,683 | 284 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $113,560 | 250 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $185,793 | 385 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $60,420 | 123 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $63,041 | 136 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $45,481 | 122 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $46,579 | 122 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $50,253 | 140 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $44,952 | 140 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $37,602 | 140 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $36,817 | 140 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $31,785 | 140 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||