Position in ELV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,443,663
+$341,460 QoQ
Shares Held
3,733
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#669
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, 2026Unique Wealth Strategies, LLC holds $1,443,663 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
3,733 | $1,443,663 |
All Filings in ELV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,443,663 | 3,733 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,102,203 | 3,765 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $1,287,219 | 3,672 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $1,133,181 | 3,507 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $1,796,995 | 4,620 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $1,935,572 | 4,450 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $1,595,861 | 4,326 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $2,699,840 | 5,192 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $2,818,755 | 5,202 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,697,445 | 5,202 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,418,631 | 5,129 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||