OAKWORTH CAPITAL, INC.

Position in ELV — Elevance Health, Inc.

CIK 1588871 BIRMINGHAM, AL

Position in ELV

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

Position Value

$102,096

+$24,810 QoQ

Shares Held

264

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,357

of 1,597 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $3,613,188 across 5 Healthcare Plans names. ELV ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,786	$1,573,574
2	CI	Cigna Group	3,258	$898,165
3	CVS	CVS HEALTH Corp	6,188	$640,148
4	HUM	Humana Inc	1,005	$399,205
5	ELV	Elevance Health, Inc. This page	264	$102,096

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,096	264	0.0%	Shares	Sole	2026-07-22
2026-03-31	$77,286	264	-12.3%	Shares	Sole	2026-04-24
2025-12-31	$105,515	301	+14.0%	Shares	Sole	2026-01-30
2025-09-30	$85,303	264	+7.8%	Shares	Sole	2025-11-04
2025-06-30	$95,295	245	-27.5%	Shares	Sole	2025-07-17
2025-03-31	$147,016	338	0.0%	Shares	Sole	2025-04-24
2024-12-31	$124,688	338	0.0%	Shares	Sole	2025-01-27
2024-09-30	$175,760	338	0.0%	Shares	Sole	2024-10-21
2024-06-30	$183,148	338	+207.3%	Shares	Sole	2024-07-19
2024-03-31	$57,039	110	0.0%	Shares	Sole	2024-04-22
2023-12-31	$51,871	110	0.0%	Shares	Sole	2024-01-31
2023-09-30	$47,896	110	-14.7%	Shares	Sole	2023-10-31
2023-06-30	$57,313	129	+17.3%	Shares	Sole	2023-07-28
2023-03-31	$50,579	110	0.0%	Shares	Sole	2023-05-02
2022-12-31	$56,426	110	0.0%	Shares	Sole	2023-02-03
2022-09-30	$49,966	110	0.0%	Shares	Sole	2022-10-31
2022-06-30	$53,083	110	0.0%	Shares	Sole	2022-08-05
2022-03-31	$54,034	110	0.0%	Shares	Sole	2022-04-11
2021-12-31	$50,989	110	0.0%	Shares	Sole	2022-02-07
2021-09-30	$41,008	110	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.