Position in ELV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,739,511
+$359,781 QoQ
Shares Held
4,498
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#625
of 1,597 holders
Holding Since
Dec 2024
7 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, 2026CRUX WEALTH ADVISORS holds $2,077,418 across 2 Healthcare Plans names. ELV ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
4,498 | $1,739,511 | |
| 2 | UNH |
Unitedhealth Group Inc
|
813 | $337,907 |
All Filings in ELV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,739,511 | 4,498 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,379,730 | 4,713 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,596,755 | 4,555 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,477,304 | 4,572 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,590,068 | 4,088 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,180,481 | 2,714 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $698,327 | 1,893 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||