Lifeworks Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1882132 GRAND RAPIDS, MI

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$764,951

+$205,213 QoQ

Shares Held

1,978

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#831

of 1,597 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $1,999,385 across 3 Healthcare Plans names. ELV ranks #2 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,847	$767,668
2	ELV	Elevance Health, Inc. This page	1,978	$764,951
3	CVS	CVS HEALTH Corp	4,512	$466,766

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$764,951	1,978	+3.5%	Shares	Sole	2026-08-14
2026-03-31	$559,738	1,912	+18.5%	Shares	Sole	2026-05-04
2025-12-31	$565,787	1,614	+9.8%	Shares	Sole	2026-02-13
2025-09-30	$474,986	1,470	+13.5%	Shares	Sole	2025-11-12
2025-06-30	$503,703	1,295	+4.1%	Shares	Sole	2025-08-05
2025-03-31	$541,090	1,244	+3.9%	Shares	Sole	2025-05-06
2024-12-31	$441,573	1,197	+15.4%	Shares	Sole	2025-02-07
2024-09-30	$539,240	1,037	+2.5%	Shares	Sole	2024-11-06
2024-06-30	$548,362	1,012	-6.3%	Shares	Sole	2024-08-13
2024-03-31	$560,023	1,080	+15.8%	Shares	Sole	2024-05-10
2023-12-31	$439,965	933	+1.4%	Shares	Sole	2024-02-12
2023-09-30	$400,586	920	+3.6%	Shares	Sole	2023-11-01
2023-06-30	$394,529	888	+0.5%	Shares	Sole	2023-08-02
2023-03-31	$406,472	884	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$443,206	864	-31.2%	Shares	Sole	2023-02-14
2022-09-30	$570,071	1,255	-12.4%	Shares	Sole	2022-11-14
2022-06-30	$691,537	1,433	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$699,497	1,424	-23.6%	Shares	Sole	2022-05-16
2021-12-31	$864,038	1,864	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.