SEC 13F Intelligence

Oxford Wealth Group, LLC / ELV

Oxford Wealth Group, LLC’s Elevance Health Inc Formerly Position

Does Oxford Wealth Group, LLC own Elevance Health Inc Formerly (ELV)? Not currently — the last reported position was 2.9K shares worth $1M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2024
Shares
2.9K
% of Portfolio
+1.21%
Quarters Held
3
position exited

Position History ELV

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $1MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20242.9K$1M+1.21%
Q2 20243.9K$2M+1.44%
Q1 20242.6K$1M+1.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oxford Wealth Group, LLC’s full portfolio or all institutional holders of ELV.