Simplicity Wealth,LLC

Position in ELV — Elevance Health, Inc.

CIK 1913243 SUMMIT, NJ

Position in ELV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$740,201

+$457,112 QoQ

Shares Held

1,914

+97.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#838

of 1,597 holders

Holding Since

Mar 2024

9 quarters on record

Healthcare · as of Jun 30, 2026

Simplicity Wealth,LLC holds $19,232,347 across 6 Healthcare Plans names. ELV ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	31,667	$13,161,755
2	CVS	CVS HEALTH Corp	38,054	$3,936,686
3	ELV	Elevance Health, Inc. This page	1,914	$740,201
4	CI	Cigna Group	2,617	$721,454
5	CNC	Centene Corp	5,720	$367,166
6	MOH	Molina Healthcare, Inc.	1,334	$305,085

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$740,201	1,914	+97.9%	Shares	Sole	2026-08-06
2026-03-31	$283,089	967	-20.7%	Shares	Sole	2026-04-30
2025-12-31	$427,671	1,220	+20.0%	Shares	Sole	2026-01-30
2025-09-30	$328,613	1,017	-81.7%	Shares	Sole	2025-10-30
2025-06-30	$2,164,951	5,566	+62.7%	Shares	Sole	2025-07-22
2025-03-31	$1,488,433	3,422	+48.8%	Shares	Sole	2025-04-15
2024-09-30	$1,196,000	2,300	-90.8%	Shares	Sole	2024-10-10
2024-06-30	$13,496,107	24,907	+2.5%	Shares	Sole	2024-07-10
2024-03-31	$12,595,855	24,291	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.