Position in ELV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$708,102
+$471,853 QoQ
Shares Held
1,831
+126.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#849
of 1,592 holders
Holding Since
Dec 2023
5 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, 2026Turtle Creek Wealth Advisors, LLC holds $21,039,364 across 6 Healthcare Plans names. ELV ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
21,800 | $9,060,734 | |
| 2 | CI |
Cigna Group
|
31,983 | $8,817,073 | |
| 3 | CLOV |
Clover Health Investments, Corp. /De
|
220,000 | $1,152,800 | |
| 4 | CVS |
CVS HEALTH Corp
|
7,795 | $806,392 | |
| 5 | ELV |
Elevance Health, Inc.
This page
|
1,831 | $708,102 | |
| 6 | CNC |
Centene Corp
|
7,700 | $494,263 |
All Filings in ELV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,102 | 1,831 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $236,249 | 807 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $321,804 | 918 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $277,236 | 858 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $56,115 | 119 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||