Avior Wealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1599868 OMAHA, NE

Position in ELV

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$556,117

+$162,369 QoQ

Shares Held

1,438

+6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#943

of 1,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Avior Wealth Management, LLC holds $5,821,273 across 5 Healthcare Plans names. ELV ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	10,068	$4,184,562
2	ELV	Elevance Health, Inc. This page	1,438	$556,117
3	CI	Cigna Group	1,426	$393,119
4	CNC	Centene Corp	5,606	$359,849
5	CVS	CVS HEALTH Corp	3,167	$327,626

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556,117	1,438	+6.9%	Shares	Sole	2026-07-07
2026-03-31	$393,748	1,345	-9.7%	Shares	Sole	2026-04-09
2025-12-31	$521,968	1,489	+15.1%	Shares	Sole	2026-01-06
2025-09-30	$418,117	1,294	-1.3%	Shares	Sole	2025-11-14
2025-06-30	$509,926	1,311	-0.1%	Shares	Sole	2025-07-17
2025-03-31	$570,667	1,312	+0.9%	Shares	Sole	2025-04-21
2024-12-31	$479,570	1,300	+10.4%	Shares	Sole	2025-01-17
2024-09-30	$612,560	1,178	+0.5%	Shares	Sole	2024-11-08
2024-06-30	$635,059	1,172	-15.6%	Shares	Sole	2024-08-13
2024-03-31	$720,252	1,389	+130.3%	Shares	Sole	2024-04-30
2023-12-31	$284,350	603	-0.7%	Shares	Sole	2024-01-30
2023-09-30	$264,299	607	+12.4%	Shares	Sole	2023-10-17
2023-06-30	$239,916	540	0.0%	Shares	Sole	2023-07-19
2023-03-31	$248,297	540	+6.3%	Shares	Sole	2023-05-10
2022-12-31	$260,588	508	0.0%	Shares	Sole	2023-02-14
2022-09-30	$230,753	508	+6250.0%	Shares	Sole	2022-10-26
2022-06-30	$3,860	8	0.0%	Shares	Sole	2022-08-10
2022-03-31	$3,929	8	0.0%	Shares	Sole	2022-05-13
2021-12-31	$3,708	8	0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,982	8	+14.3%	Shares	Sole	2021-11-02
2021-06-30	$2,672	7	0.0%	Shares	Sole	2021-07-27
2021-03-31	$2,512	7	0.0%	Shares	Sole	2021-05-11
2020-12-31	$2,247	7	0.0%	Shares	Sole	2021-02-09
2020-09-30	$1,880	7	0.0%	Shares	Sole	2020-10-20
2020-06-30	$1,840	7	0.0%	Shares	Sole	2020-07-02
2020-03-31	$1,589	7	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.