AXS Investments LLC

Position in ELV — Elevance Health, Inc.

CIK 1801467 PORT CHESTER, NY

Position in ELV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$154,692

+$8,317 QoQ

Shares Held

400

-20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,321

of 1,592 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

AXS Investments LLC holds $1,354,422 across 6 Healthcare Plans names. ELV ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,672	$694,933
2	CVS	CVS HEALTH Corp	2,206	$228,210
3	ELV	Elevance Health, Inc. This page	400	$154,692
4	CI	Cigna Group	486	$133,980
5	HUM	Humana Inc	216	$85,799
6	CNC	Centene Corp	885	$56,808

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$154,692	400	-20.0%	Shares	Sole	2026-08-10
2026-03-31	$146,375	500	-16.5%	Shares	Sole	2026-05-06
2025-12-31	$209,979	599	-11.7%	Shares	Sole	2026-05-13
2025-09-30	$219,075	678	-0.4%	Shares	Sole	2026-05-13
2025-03-31	$296,207	681	+8.1%	Shares	Sole	2025-05-09
2024-12-31	$232,407	630	-10.0%	Shares	Sole	2025-02-10
2024-09-30	$364,000	700	+1.6%	Shares	Sole	2024-11-13
2024-06-30	$373,341	689	-17.2%	Shares	Sole	2024-08-13
2024-03-31	$431,425	832	+14.9%	Shares	Sole	2024-08-16
2023-12-31	$341,409	724	-6.6%	Shares	Sole	2024-02-09
2023-09-30	$337,450	775	-15.3%	Shares	Sole	2023-11-09
2023-06-30	$406,525	915	-3.9%	Shares	Sole	2023-08-10
2023-03-31	$437,739	952	-11.1%	Shares	Sole	2023-05-12
2022-12-31	$549,390	1,071	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$486,036	1,070	-17.3%	Shares	Sole	2022-11-07
2022-06-30	$624,458	1,294	-18.4%	Shares	Sole	2022-08-11
2022-03-31	$778,583	1,585	-22.3%	Shares	Sole	2022-05-13
2021-12-31	$945,158	2,039	-15.0%	Shares	Sole	2022-02-09
2021-06-30	$915,556	2,398	-21.5%	Shares	Sole	2021-07-28
2021-03-31	$1,096,592	3,055	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.