Wealth Management Associates, Inc.
Position in ELV — Elevance Health, Inc.
CIK 2067339
Cherry Hill, NJ
Position in ELV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$407,226
-$2,348 QoQ
Shares Held
1,053
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,036
of 1,597 holders
Holding Since
Mar 2020
23 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, 2026Wealth Management Associates, Inc. holds $959,182 across 2 Healthcare Plans names. ELV ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,328 | $551,956 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
1,053 | $407,226 |
All Filings in ELV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,226 | 1,053 | Shares | Sole | 2026-07-21 | |
| 2025-06-30 | $409,574 | 1,053 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $458,012 | 1,053 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $388,451 | 1,053 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $721,240 | 1,387 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $751,559 | 1,387 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $719,214 | 1,387 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $667,257 | 1,415 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $591,735 | 1,359 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $597,125 | 1,344 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $625,341 | 1,360 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $697,639 | 1,360 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $592,783 | 1,305 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $629,766 | 1,305 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $618,937 | 1,260 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $565,982 | 1,221 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $392,558 | 1,053 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $402,035 | 1,053 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $377,974 | 1,053 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $338,107 | 1,053 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $282,825 | 1,053 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $276,917 | 1,053 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $227,040 | 1,000 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||