ELV ELEVANCE HEALTH INC

Ownership history in Optas, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Optas, LLC reported a position in ELEVANCE HEALTH INC (ELV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2024 Q2)
Avg. % of fund
0.05%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 947 +379 +66.7% 0.05% $306K $319.49
2025 Q2 REDUCED 568 -48 -7.8% 0.04% $221K $382.51
2025 Q1 ADDED 616 +166 +36.9% 0.05% $268K $425.87
2024 Q3 ADDED 450 +43 +10.6% 0.05% $234K $504.94
2024 Q2 INITIATED 407 0.06% $221K
% of Fund (quarterly)    ELV price (monthly, adj. close)
← Back to Optas, LLC Holdings