Samalin Investment Counsel, LLC

Position in ELV — Elevance Health, Inc.

CIK 1544366 CHAPPAQUA, NY

Position in ELV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$272,644

+$66,548 QoQ

Shares Held

705

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,171

of 1,592 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Samalin Investment Counsel, LLC holds $4,654,443 across 5 Healthcare Plans names. ELV ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,629	$2,339,581
2	CVS	CVS HEALTH Corp	12,860	$1,330,367
3	HUM	Humana Inc	1,125	$446,872
4	ELV	Elevance Health, Inc. This page	705	$272,644
5	OSCR	Oscar Health, Inc.	9,291	$264,979

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,644	705	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$206,096	704	-3.3%	Shares	Sole	2026-04-23
2025-12-31	$255,200	728	-12.9%	Shares	Sole	2026-01-30
2025-09-30	$270,128	836	-7.6%	Shares	Sole	2025-10-30
2025-06-30	$352,008	905	-4.1%	Shares	Sole	2025-08-07
2025-03-31	$410,602	944	+13.9%	Shares	Sole	2025-05-14
2024-12-31	$305,818	829	-5.4%	Shares	Sole	2025-02-11
2024-09-30	$455,520	876	+0.2%	Shares	Sole	2024-11-13
2024-06-30	$473,585	874	+1.6%	Shares	Sole	2024-08-13
2024-03-31	$445,944	860	-20.7%	Shares	Sole	2024-05-13
2023-12-31	$511,642	1,085	+1.9%	Shares	Sole	2024-02-14
2023-09-30	$463,722	1,065	-1.1%	Shares	Sole	2023-11-13
2023-06-30	$478,500	1,077	+50.0%	Shares	Sole	2023-08-03
2023-03-31	$330,143	718	+0.6%	Shares	Sole	2023-05-09
2022-12-31	$366,260	714	0.0%	Shares	Sole	2023-02-10
2022-09-30	$324,327	714	-4.0%	Shares	Sole	2022-11-10
2022-06-30	$359,039	744	0.0%	Shares	Sole	2022-08-15
2022-03-31	$365,467	744	+34.5%	Shares	Sole	2022-10-14
2021-12-31	$256,337	553	+2.4%	Shares	Sole	2022-10-14
2021-06-30	$206,172	540	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.