LMCG INVESTMENTS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1470944 BOSTON, MA

Position in ELV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,657,911

+$416,359 QoQ

Shares Held

4,287

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#635

of 1,597 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Healthcare · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $3,013,836 across 3 Healthcare Plans names. ELV ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	4,287	$1,657,911
2	UNH	Unitedhealth Group Inc	2,349	$976,314
3	CI	Cigna Group	1,377	$379,611

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,657,911	4,287	+1.1%	Shares	Sole	2026-07-22
2026-03-31	$1,241,552	4,241	-2.0%	Shares	Sole	2026-04-29
2025-12-31	$1,516,479	4,326	-1.3%	Shares	Sole	2026-02-03
2025-09-30	$1,416,558	4,384	-10.8%	Shares	Sole	2025-10-29
2025-06-30	$1,911,738	4,915	-29.5%	Shares	Sole	2025-07-24
2025-03-31	$3,032,541	6,972	-64.1%	Shares	Other	2025-04-10
2024-12-31	$7,157,028	19,401	-3.0%	Shares	Sole	2025-01-16
2024-09-30	$10,398,960	19,998	-0.1%	Shares	Other	2024-10-29
2024-06-30	$10,843,159	20,011	-0.1%	Shares	Sole	2024-08-09
2024-03-31	$10,387,911	20,033	-0.5%	Shares	Sole	2024-05-06
2023-12-31	$9,490,144	20,125	-0.2%	Shares	Other	2024-02-08
2023-09-30	$8,781,550	20,168	-2.5%	Shares	Other	2023-11-03
2023-06-30	$9,187,472	20,679	-22.9%	Shares	Other	2023-08-03
2023-03-31	$12,331,643	26,819	-2.2%	Shares	Sole	2023-05-05
2022-12-31	$14,066,150	27,421	-5.6%	Shares	Other	2023-02-07
2022-09-30	$13,198,851	29,057	-7.2%	Shares	Sole	2022-11-08
2022-06-30	$15,113,922	31,319	-4.5%	Shares	Sole	2022-08-08
2022-03-31	$16,117,418	32,811	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.