Northwest & Ethical Investments L.P.

Position in ELV — Elevance Health, Inc.

CIK 2033536 TORONTO, A6

Position in ELV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,833,486

-$963,154 QoQ

Shares Held

4,741

-50.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#612

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Northwest & Ethical Investments L.P. holds $20,994,668 across 4 Healthcare Plans names. ELV ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	38,203	$15,878,312
2	CI	Cigna Group	11,009	$3,034,961
3	ELV	Elevance Health, Inc. This page	4,741	$1,833,486
4	ALHC	Alignment Healthcare, Inc.	10,412	$247,909

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,833,486	4,741	-50.4%	Shares	Sole	2026-08-13
2026-03-31	$2,796,640	9,553	-20.9%	Shares	Sole	2026-05-14
2025-12-31	$4,232,540	12,074	-32.4%	Shares	Sole	2026-02-17
2025-09-30	$5,768,661	17,853	0.0%	Shares	Sole	2025-11-12
2025-06-30	$6,944,102	17,853	+14.5%	Shares	Sole	2025-08-13
2025-03-31	$6,780,156	15,588	-42.4%	Shares	Sole	2025-05-13
2024-12-31	$9,976,162	27,043	+69.3%	Shares	Sole	2025-02-11
2024-09-30	$8,308,040	15,977	-6.7%	Shares	Sole	2024-11-14
2024-06-30	$9,279,894	17,126	+93.6%	Shares	Sole	2024-08-14
2024-03-31	$4,586,486	8,845	-55.5%	Shares	Sole	2025-07-09
2023-12-31	$9,375,555	19,882	-4.7%	Shares	Sole	2025-07-09
2023-09-30	$9,086,779	20,869	+603.1%	Shares	Sole	2025-07-09
2023-06-30	$1,318,652	2,968	+1.8%	Shares	Sole	2025-07-09
2023-03-31	$1,340,346	2,915	0.0%	Shares	Sole	2025-07-09
2022-12-31	$1,495,307	2,915	+62.4%	Shares	Sole	2025-07-09
2022-09-30	$815,360	1,795	-2.7%	Shares	Sole	2025-07-09
2022-06-30	$889,877	1,844	-89.9%	Shares	Sole	2025-07-09
2022-03-31	$8,950,028	18,220	-18.8%	Shares	Sole	2025-07-09
2021-12-31	$10,399,519	22,435	+4.3%	Shares	Sole	2025-07-09
2021-09-30	$8,017,064	21,505	-21.4%	Shares	Sole	2025-07-09
2021-06-30	$10,447,957	27,365	+17.8%	Shares	Sole	2025-07-09
2021-03-31	$8,340,921	23,237	+0.7%	Shares	Sole	2025-07-09
2020-12-31	$7,406,261	23,066	+10.6%	Shares	Sole	2025-07-08
2020-09-30	$5,601,713	20,856	+4.6%	Shares	Sole	2025-07-08
2020-06-30	$5,245,399	19,946	+37.9%	Shares	Sole	2025-07-08
2020-03-31	$3,284,360	14,466	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.