West Family Investments, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1568303 CARLSBAD, CA

Position in ELV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$330,267

-$13,973 QoQ

Shares Held

854

-13.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,105

of 1,605 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

West Family Investments, Inc. holds $2,928,976 across 6 Healthcare Plans names. ELV ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,100	$1,288,453
2	CNC	Centene Corp	9,373	$601,652
3	ELV	Elevance Health, Inc. This page	854	$330,267
4	MOH	Molina Healthcare, Inc.	1,223	$279,700
5	CI	Cigna Group	919	$253,349
6	CVS	CVS HEALTH Corp	22,696	$175,555

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,267	854	-13.0%	Shares	Sole	2026-08-10
2025-12-31	$344,240	982	-18.4%	Shares	Sole	2026-02-11
2025-09-30	$389,036	1,204	+46.1%	Shares	Sole	2025-11-12
2024-09-30	$428,480	824	-92.4%	Shares	Sole	2024-11-08
2024-06-30	$5,845,585	10,788	+0.4%	Shares	Sole	2024-08-05
2024-03-31	$5,571,712	10,745	0.0%	Shares	Sole	2024-05-13
2023-12-31	$5,066,912	10,745	+0.2%	Shares	Sole	2024-02-06
2023-09-30	$4,668,573	10,722	-2.0%	Shares	Sole	2023-11-02
2023-06-30	$4,859,644	10,938	+4.2%	Shares	Sole	2023-08-16
2023-03-31	$4,828,005	10,500	-1.7%	Shares	Sole	2023-05-03
2022-12-31	$5,478,006	10,679	+1.3%	Shares	Sole	2023-02-08
2022-09-30	$4,790,869	10,547	-49.9%	Shares	Sole	2022-11-04
2022-06-30	$10,165,547	21,065	+99.4%	Shares	Sole	2022-08-12
2022-03-31	$5,189,739	10,565	+0.5%	Shares	Sole	2022-05-13
2021-12-31	$4,872,732	10,512	+0.1%	Shares	Sole	2022-02-15
2021-09-30	$3,914,400	10,500	0.0%	Shares	Sole	2022-02-15
2021-06-30	$4,008,900	10,500	0.0%	Shares	Sole	2022-02-15
2021-03-31	$3,768,975	10,500	0.0%	Shares	Sole	2021-05-12
2020-12-31	$3,371,445	10,500	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.