ALTFEST L J & CO INC

Position in ELV — Elevance Health, Inc.

CIK 712050 NEW YORK, NY

Position in ELV

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$296,621

+$72,082 QoQ

Shares Held

767

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,146

of 1,597 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ALTFEST L J & CO INC holds $5,663,213 across 5 Healthcare Plans names. ELV ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,788	$3,236,926
2	CNC	Centene Corp	21,145	$1,357,297
3	OSCR	Oscar Health, Inc.	19,624	$559,676
4	ELV	Elevance Health, Inc. This page	767	$296,621
5	CVS	CVS HEALTH Corp	2,056	$212,693

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,621	767	0.0%	Shares	Sole	2026-07-30
2026-03-31	$224,539	767	0.0%	Shares	Sole	2026-04-28
2025-12-31	$268,871	767	0.0%	Shares	Sole	2026-01-23
2025-09-30	$247,833	767	0.0%	Shares	Sole	2025-10-21
2025-06-30	$298,332	767	-1.2%	Shares	Sole	2025-08-08
2025-03-31	$337,528	776	0.0%	Shares	Sole	2025-05-09
2024-12-31	$286,266	776	-0.1%	Shares	Sole	2025-02-07
2024-09-30	$404,040	777	-0.4%	Shares	Sole	2024-11-05
2024-06-30	$422,650	780	+1.4%	Shares	Sole	2024-08-07
2024-03-31	$398,757	769	-41.9%	Shares	Sole	2024-04-22
2023-12-31	$624,345	1,324	+5.4%	Shares	Sole	2024-01-18
2023-09-30	$546,887	1,256	+65.9%	Shares	Sole	2023-10-26
2023-06-30	$336,327	757	+0.1%	Shares	Sole	2023-08-09
2023-03-31	$347,616	756	0.0%	Shares	Sole	2023-04-20
2022-12-31	$387,805	756	+0.1%	Shares	Sole	2023-02-02
2022-09-30	$342,951	755	0.0%	Shares	Sole	2022-11-15
2022-06-30	$364,347	755	-1.8%	Shares	Sole	2022-08-04
2022-03-31	$377,748	769	+1.9%	Shares	Sole	2022-05-02
2021-12-31	$349,972	755	0.0%	Shares	Sole	2022-01-24
2021-09-30	$281,464	755	0.0%	Shares	Sole	2021-10-12
2021-06-30	$288,259	755	+0.1%	Shares	Sole	2021-07-28
2021-03-31	$270,648	754	0.0%	Shares	Sole	2021-05-07
2020-12-31	$242,101	754	0.0%	Shares	Sole	2021-01-21
2020-09-30	$202,516	754	—	Shares	Sole	2020-10-29
No filing history on record for this holder in this stock.