Ethic Inc.

Position in ELV — Elevance Health, Inc.

CIK 1780570 NEW YORK, NY

Position in ELV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$13,240,475

+$3,632,420 QoQ

Shares Held

34,237

+4.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#314

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Healthcare · as of Jun 30, 2026

Ethic Inc. holds $85,624,543 across 7 Healthcare Plans names. ELV ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	104,863	$43,584,208
2	ELV	Elevance Health, Inc. This page	34,237	$13,240,475
3	CI	Cigna Group	47,382	$13,062,269
4	CNC	Centene Corp	88,063	$5,652,763
5	CVS	CVS HEALTH Corp	45,334	$4,689,802
6	HUM	Humana Inc	9,915	$3,938,436
7	MOH	Molina Healthcare, Inc.	6,369	$1,456,590

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,240,475	34,237	+4.3%	Shares	Sole	2026-07-29
2026-03-31	$9,608,055	32,820	-11.9%	Shares	Sole	2026-04-27
2025-12-31	$13,059,039	37,253	+12.9%	Shares	Sole	2026-02-03
2025-09-30	$10,665,544	33,008	-17.0%	Shares	Sole	2025-10-17
2025-06-30	$15,468,550	39,769	+6.9%	Shares	Sole	2025-07-30
2025-03-31	$16,182,686	37,205	+52.5%	Shares	Sole	2025-05-13
2024-12-31	$9,000,791	24,399	+28.9%	Shares	Sole	2025-02-14
2024-09-30	$9,842,560	18,928	-24.4%	Shares	Sole	2024-11-13
2024-06-30	$13,571,425	25,046	+32.3%	Shares	Sole	2024-08-13
2024-03-31	$9,814,925	18,928	-20.4%	Shares	Sole	2024-05-13
2023-12-31	$11,216,526	23,786	+11.7%	Shares	Sole	2024-02-14
2023-09-30	$9,270,962	21,292	+9.4%	Shares	Sole	2023-11-14
2023-06-30	$8,646,327	19,461	+3.7%	Shares	Sole	2023-08-14
2023-03-31	$8,626,035	18,760	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$9,589,974	18,695	+19.9%	Shares	Sole	2023-02-14
2022-09-30	$7,084,327	15,596	+10.6%	Shares	Sole	2022-11-14
2022-06-30	$6,807,756	14,107	+26.0%	Shares	Sole	2022-08-10
2022-03-31	$5,498,225	11,193	+18.4%	Shares	Sole	2022-05-16
2021-12-31	$4,381,380	9,452	+21.2%	Shares	Sole	2022-02-14
2021-09-30	$2,907,094	7,798	+14.2%	Shares	Sole	2021-11-15
2021-06-30	$2,606,548	6,827	+35.4%	Shares	Sole	2021-08-10
2021-03-31	$1,810,184	5,043	+60.9%	Shares	Sole	2021-05-13
2020-12-31	$1,006,617	3,135	+17.4%	Shares	Sole	2021-02-10
2020-09-30	$717,135	2,670	+22.6%	Shares	Sole	2020-10-27
2020-06-30	$572,770	2,178	+38.6%	Shares	Sole	2020-08-12
2020-03-31	$356,679	1,571	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.