AXXCESS WEALTH MANAGEMENT, LLC

Position in ELV — Elevance Health, Inc.

CIK 1911056 CARLSBAD, CA

Position in ELV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$457,114

-$162,307 QoQ

Shares Held

1,182

-33.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#994

of 1,597 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $6,999,133 across 4 Healthcare Plans names. ELV ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	10,461	$4,347,905
2	CVS	CVS HEALTH Corp	11,997	$1,241,089
3	CI	Cigna Group	3,457	$953,025
4	ELV	Elevance Health, Inc. This page	1,182	$457,114

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,114	1,182	-33.1%	Shares	Sole	2026-07-28
2025-12-31	$619,421	1,767	+27.8%	Shares	Sole	2026-02-19
2025-09-30	$446,874	1,383	-3.7%	Shares	Sole	2025-11-07
2025-06-30	$558,546	1,436	+27.0%	Shares	Sole	2025-07-28
2025-03-31	$491,939	1,131	-25.0%	Shares	Sole	2025-04-30
2024-12-31	$556,670	1,509	+48.1%	Shares	Sole	2025-02-10
2024-09-30	$529,880	1,019	-17.1%	Shares	Sole	2024-11-04
2024-06-30	$665,945	1,229	-26.8%	Shares	Sole	2024-08-09
2024-03-31	$870,628	1,679	+30.5%	Shares	Sole	2024-05-14
2023-12-31	$606,897	1,287	+0.7%	Shares	Sole	2024-02-06
2023-09-30	$556,466	1,278	+0.9%	Shares	Sole	2023-11-14
2023-03-31	$582,119	1,266	-0.7%	Shares	Sole	2023-05-03
2022-12-31	$654,036	1,275	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.