Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,131,185
+$269,915 QoQ
Shares Held
2,925
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#725
of 1,592 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026XXI WEALTH, LLC holds $1,961,198 across 2 Healthcare Plans names. ELV ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
2,925 | $1,131,185 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,997 | $830,013 |
All Filings in ELV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,185 | 2,925 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $861,270 | 2,942 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,187,312 | 3,387 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||