Crewe Advisors LLC

Position in ELV — Elevance Health, Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in ELV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$12,762

+$3,980 QoQ

Shares Held

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,484

of 1,597 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Crewe Advisors LLC holds $456,994 across 6 Healthcare Plans names. ELV ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	613	$254,781
2	CI	Cigna Group	555	$153,002
3	CVS	CVS HEALTH Corp	330	$34,138
4	ELV	Elevance Health, Inc. This page	33	$12,762
5	ALHC	Alignment Healthcare, Inc.	50	$1,190
6	CLOV	Clover Health Investments, Corp. /De	214	$1,121

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,762	33	+10.0%	Shares	Sole	2026-07-24
2026-03-31	$8,782	30	+25.0%	Shares	Sole	2026-05-07
2025-12-31	$8,413	24	+9.1%	Shares	Sole	2026-01-16
2025-09-30	$7,108	22	0.0%	Shares	Sole	2025-11-13
2025-06-30	$8,557	22	-12.0%	Shares	Sole	2025-07-30
2025-03-31	$10,874	25	+13.6%	Shares	Sole	2025-04-23
2024-12-31	$8,115	22	-37.1%	Shares	Sole	2025-01-27
2024-09-30	$18,200	35	0.0%	Shares	Sole	2024-11-12
2024-06-30	$18,965	35	-55.1%	Shares	Sole	2024-07-29
2024-03-31	$40,446	78	+2500.0%	Shares	Sole	2024-05-14
2023-06-30	$1,332	3	-90.3%	Shares	Sole	2023-07-28
2023-03-31	$14,254	31	-35.4%	Shares	Sole	2023-05-12
2022-12-31	$24,622	48	-49.5%	Shares	Sole	2023-02-08
2022-09-30	$43,152	95	+26.7%	Shares	Sole	2022-11-14
2022-06-30	$36,193	75	+120.6%	Shares	Sole	2022-08-02
2021-06-30	$12,981	34	0.0%	Shares	Sole	2021-08-11
2021-03-31	$12,204	34	0.0%	Shares	Sole	2021-04-21
2020-12-31	$10,917	34	-33.3%	Shares	Sole	2021-01-27
2020-09-30	$13,698	51	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.