Summit Global Investments

Position in ELV — Elevance Health, Inc.

CIK 1697953 BOUNTIFUL, UT

Position in ELV

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,294,247

-$2,074,889 QoQ

Shares Held

4,421

-54.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Healthcare · as of Jun 30, 2026

Summit Global Investments holds $3,105,023 across 3 Healthcare Plans names.

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,356	$2,226,114
2	CNC	Centene Corp	8,129	$521,800
3	CVS	CVS HEALTH Corp	3,452	$357,109

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,294,247	4,421	-54.0%	Shares	Sole	2026-05-07
2025-12-31	$3,369,136	9,611	-32.6%	Shares	Sole	2026-02-18
2025-09-30	$4,606,075	14,255	-6.1%	Shares	Sole	2025-11-03
2025-06-30	$5,904,801	15,181	-26.2%	Shares	Sole	2025-08-12
2025-03-31	$8,944,517	20,564	-17.7%	Shares	Sole	2025-04-07
2024-12-31	$9,212,170	24,972	-9.2%	Shares	Sole	2025-02-11
2024-09-30	$14,308,320	27,516	+1.9%	Shares	Sole	2024-10-31
2024-06-30	$14,636,180	27,011	-17.5%	Shares	Sole	2024-07-22
2024-03-31	$16,981,147	32,748	-20.6%	Shares	Sole	2024-04-29
2023-12-31	$19,439,589	41,224	-8.7%	Shares	Sole	2024-02-06
2023-09-30	$19,656,165	45,143	+187.2%	Shares	Sole	2023-10-16
2023-06-30	$6,984,683	15,721	+431.8%	Shares	Sole	2023-07-19
2023-03-31	$1,359,198	2,956	-75.3%	Shares	Sole	2023-05-04
2020-09-30	$3,215,828	11,973	-7.3%	Shares	Sole	2020-11-16
2020-06-30	$3,395,334	12,911	+1314.1%	Shares	Sole	2020-08-11
2020-03-31	$207,287	913	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.