Position in ELV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,991,578
-$4,837,837 QoQ
Shares Held
6,803
-65.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026CWM, LLC holds $127,252,517 across 11 Healthcare Plans names. ELV ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
184,507 | $49,925,749 | |
| 2 | CI |
Cigna Group
|
111,342 | $29,700,478 | |
| 3 | CNC |
Centene Corp
|
781,665 | $25,591,712 | |
| 4 | CVS |
CVS HEALTH Corp
|
146,447 | $10,517,823 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
56,253 | $7,498,524 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
6,803 | $1,991,578 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
42,353 | $746,259 | |
| 8 | PGNY |
Progyny, Inc.
|
41,774 | $709,322 |
All Filings in ELV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,991,578 | 6,803 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,829,415 | 19,482 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,167,714 | 19,088 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,771,728 | 7,126 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,977,220 | 13,742 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,634,595 | 4,431 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,923,400 | 7,545 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,569,505 | 8,433 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,819,047 | 7,365 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,857,653 | 6,060 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,577,686 | 5,920 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,631,085 | 5,922 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,505,964 | 5,450 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,857,755 | 5,571 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,396,570 | 5,276 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,269,573 | 4,703 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,255,682 | 4,592 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,146,334 | 2,473 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $515,811 | 1,351 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $484,941 | 1,351 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $433,792 | 1,351 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $362,865 | 1,351 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $355,285 | 1,351 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $306,731 | 1,351 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||