Position in ELV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,058,260
+$829,555 QoQ
Shares Held
7,908
+3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#520
of 1,597 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $15,243,852 across 11 Healthcare Plans names. ELV ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
13,787 | $5,730,290 | |
| 2 | CVS |
CVS HEALTH Corp
|
38,758 | $4,009,515 | |
| 3 | ELV |
Elevance Health, Inc.
This page
|
7,908 | $3,058,260 | |
| 4 | CI |
Cigna Group
|
6,465 | $1,782,271 | |
| 5 | CNC |
Centene Corp
|
4,169 | $267,608 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
928 | $212,233 | |
| 7 | HUM |
Humana Inc
|
458 | $181,926 | |
| 8 | OSCR |
Oscar Health, Inc.
|
34 | $969 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,058,260 | 7,908 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,228,705 | 7,613 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,751,466 | 7,849 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,505,149 | 7,753 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,084,841 | 7,931 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,655,403 | 8,404 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,237,097 | 8,775 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,556,760 | 8,763 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,799,795 | 8,858 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $876,851 | 1,691 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $795,521 | 1,687 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,095,516 | 2,516 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,108,059 | 2,494 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,118,717 | 2,433 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,217,277 | 2,373 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,077,002 | 2,371 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,119,102 | 2,319 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,094,929 | 2,229 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,032,303 | 2,227 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $809,348 | 2,171 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $778,490 | 2,039 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $725,437 | 2,021 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $587,594 | 1,830 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $450,694 | 1,678 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $441,806 | 1,680 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $385,513 | 1,698 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||