Position in ELV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$519,378
+$126,215 QoQ
Shares Held
1,343
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#959
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, 2026Gratus Wealth Advisors, LLC holds $1,134,094 across 2 Healthcare Plans names. ELV ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,479 | $614,716 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
1,343 | $519,378 |
All Filings in ELV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,378 | 1,343 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $393,163 | 1,343 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $499,884 | 1,426 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $525,393 | 1,626 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $659,676 | 1,696 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $737,692 | 1,696 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $642,992 | 1,743 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $918,840 | 1,767 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,040,913 | 1,921 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,055,228 | 2,035 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $959,624 | 2,035 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||