Position in ELV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$926,991
+$229,661 QoQ
Shares Held
2,397
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#777
of 1,592 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, 2026Trueblood Wealth Management, LLC holds $1,550,020 across 2 Healthcare Plans names. ELV ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
2,397 | $926,991 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,499 | $623,029 |
All Filings in ELV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $926,991 | 2,397 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $697,330 | 2,382 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $830,102 | 2,368 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $761,270 | 2,356 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $919,112 | 2,363 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,028,245 | 2,364 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $872,079 | 2,364 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,340,040 | 2,577 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,338,936 | 2,471 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,263,163 | 2,436 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,132,687 | 2,402 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||