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Asset One Wealth Management LLC

Position in ELV — Elevance Health, Inc.

CIK 2110759 BELLEVUE, WA

Position in ELV

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$276,125
+$19,091 QoQ
Shares Held
714
-18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,172
of 1,597 holders
Holding Since
Mar 2026
2 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, 2026

Asset One Wealth Management LLC holds $1,530,200 across 4 Healthcare Plans names. ELV ranks #4 (18.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 ELV
Elevance Health, Inc.
This page
714 $276,125

All Filings in ELV

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $276,125 714
2026-03-31 $257,034 878