Position in ELV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,094,445
+$265,963 QoQ
Shares Held
2,830
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#735
of 1,597 holders
Holding Since
Dec 2024
7 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, 2026Sierra Legacy Group holds $1,789,158 across 2 Healthcare Plans names. ELV ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
2,830 | $1,094,445 | |
| 2 | CI |
Cigna Group
|
2,520 | $694,713 |
All Filings in ELV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,445 | 2,830 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $828,482 | 2,830 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $992,056 | 2,830 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $914,429 | 2,830 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,357,081 | 3,489 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,529,754 | 3,517 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,783,262 | 4,834 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||