Position in ELV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,882,601
+$1,170,341 QoQ
Shares Held
4,868
+100.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#604
of 1,597 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Convergence Financial, LLC holds $4,102,480 across 2 Healthcare Plans names. ELV ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,341 | $2,219,879 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
4,868 | $1,882,601 |
All Filings in ELV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,882,601 | 4,868 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $712,260 | 2,433 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $831,154 | 2,371 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $758,362 | 2,347 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $752,248 | 1,934 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $751,610 | 1,728 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $468,871 | 1,271 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $572,000 | 1,100 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $230,832 | 426 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||