44 WEALTH MANAGEMENT LLC

Position in ELV — Elevance Health, Inc.

CIK 1831187 EUGENE, OR

Position in ELV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,240,674

-$266,340 QoQ

Shares Held

4,238

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $7,227,455 across 2 Healthcare Plans names.

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp	41,873	$4,331,761
2	UNH	Unitedhealth Group Inc	6,967	$2,895,694

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,240,674	4,238	-1.4%	Shares	Sole	2026-05-15
2025-12-31	$1,507,014	4,299	+11.2%	Shares	Sole	2026-02-09
2025-09-30	$1,249,181	3,866	+36.2%	Shares	Sole	2025-11-14
2025-06-30	$1,103,868	2,838	-0.1%	Shares	Sole	2025-08-15
2025-03-31	$1,235,286	2,840	+28.7%	Shares	Sole	2025-04-29
2024-12-31	$814,162	2,207	-22.2%	Shares	Sole	2025-02-03
2024-09-30	$1,474,200	2,835	+46.2%	Shares	Sole	2024-10-25
2023-06-30	$861,478	1,939	+0.6%	Shares	Sole	2023-07-18
2023-03-31	$886,513	1,928	-2.3%	Shares	Sole	2023-04-20
2022-12-31	$1,012,602	1,974	-20.1%	Shares	Sole	2023-01-20
2022-09-30	$1,122,427	2,471	-15.4%	Shares	Sole	2022-10-12
2022-06-30	$1,409,133	2,920	-12.7%	Shares	Sole	2022-07-22
2022-03-31	$1,642,148	3,343	-1.9%	Shares	Sole	2022-04-18
2021-12-31	$1,580,207	3,409	-1.4%	Shares	Sole	2022-01-13
2021-09-30	$1,289,142	3,458	+10.8%	Shares	Sole	2021-10-20
2021-06-30	$1,191,979	3,122	+0.1%	Shares	Sole	2021-07-19
2021-03-31	$1,119,565	3,119	+9.8%	Shares	Sole	2021-05-18
2020-12-31	$911,895	2,840	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.