Lester Murray Antman dba SimplyRich

Position in ELV — Elevance Health, Inc.

CIK 1725888 CARLSBAD, CA

Position in ELV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,408,941

+$628,729 QoQ

Shares Held

6,229

+2.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#551

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Lester Murray Antman dba SimplyRich holds $13,740,920 across 4 Healthcare Plans names. ELV ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	15,443	$6,418,574
2	CI	Cigna Group	12,379	$3,412,642
3	ELV	Elevance Health, Inc. This page	6,229	$2,408,941
4	CVS	CVS HEALTH Corp	20,144	$1,500,763

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,408,941	6,229	+2.4%	Shares	Sole	2026-08-03
2026-03-31	$1,780,212	6,081	+0.9%	Shares	Sole	2026-05-01
2025-12-31	$2,113,465	6,029	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,948,090	6,029	-2.1%	Shares	Sole	2025-10-10
2025-06-30	$2,396,382	6,161	-2.8%	Shares	Sole	2025-07-24
2025-03-31	$2,758,081	6,341	+1.5%	Shares	Sole	2025-05-09
2024-12-31	$2,305,256	6,249	-1.4%	Shares	Sole	2025-01-29
2024-09-30	$3,294,720	6,336	+3.7%	Shares	Sole	2024-10-18
2024-06-30	$3,311,848	6,112	+0.9%	Shares	Sole	2024-07-26
2024-03-31	$3,140,278	6,056	+0.2%	Shares	Sole	2024-05-03
2023-12-31	$2,849,165	6,042	+0.2%	Shares	Sole	2024-01-26
2023-09-30	$2,625,582	6,030	0.0%	Shares	Sole	2023-10-20
2023-06-30	$2,679,068	6,030	+0.0%	Shares	Sole	2023-08-04
2023-03-31	$2,772,194	6,029	0.0%	Shares	Sole	2023-05-05
2022-12-31	$3,092,696	6,029	+0.0%	Shares	Sole	2023-01-30
2022-09-30	$2,738,158	6,028	0.0%	Shares	Sole	2022-11-01
2022-06-30	$2,908,992	6,028	0.0%	Shares	Sole	2022-07-22
2022-03-31	$2,961,074	6,028	0.0%	Shares	Sole	2022-05-04
2021-12-31	$2,794,219	6,028	0.0%	Shares	Sole	2022-01-07
2021-09-30	$2,247,238	6,028	0.0%	Shares	Sole	2021-10-04
2021-06-30	$2,301,490	6,028	0.0%	Shares	Sole	2021-07-09
2021-03-31	$2,163,750	6,028	0.0%	Shares	Sole	2021-05-05
2020-12-31	$1,935,530	6,028	0.0%	Shares	Sole	2021-02-01
2020-09-30	$1,619,060	6,028	0.0%	Shares	Sole	2020-11-03
2020-06-30	$1,585,243	6,028	0.0%	Shares	Sole	2020-08-06
2020-03-31	$1,368,597	6,028	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.