Position in ELV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,868,576
+$3,733,951 QoQ
Shares Held
25,518
+45.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#359
of 1,597 holders
Holding Since
Jun 2024
8 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, 2026Generate Investment Management Ltd holds $31,958,479 across 2 Healthcare Plans names. ELV ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
53,148 | $22,089,903 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
25,518 | $9,868,576 |
All Filings in ELV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,868,576 | 25,518 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $6,134,625 | 17,500 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $43,621,200 | 135,000 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $38,138,305 | 98,052 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $16,132,231 | 37,089 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $27,275,359 | 73,937 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $27,670,240 | 53,212 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $32,103,578 | 59,247 | Shares | Other | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||