Position in ELV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,779,344
+$431,231 QoQ
Shares Held
4,601
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#617
of 1,597 holders
Holding Since
Dec 2021
13 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, 2026FSB PREMIER WEALTH MANAGEMENT, INC. holds $2,381,591 across 2 Healthcare Plans names. ELV ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
4,601 | $1,779,344 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,449 | $602,247 |
All Filings in ELV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,779,344 | 4,601 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,348,113 | 4,605 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,563,453 | 4,460 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,792,669 | 5,548 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,529,779 | 3,933 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,479,733 | 3,402 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,049,151 | 2,844 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,307,800 | 2,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,037,120 | 1,914 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $564,171 | 1,088 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $300,383 | 637 | Shares | Sole | 2024-02-09 | |
| 2022-12-31 | $251,868 | 491 | Shares | Sole | 2023-02-06 | |
| 2021-12-31 | $291,566 | 629 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||