Rothwell Investment Advisors, LLC’s Elevance Health ELV Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$65.4K	Buy	+168	New	+$67K	0.04%	367

Other funds holding ELV

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

High Ground Investment Management London, United Kingdom $1.3B AUM 17.7% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ELV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Elevance Health (ELV) in Q3 2026: 168 shares worth $65.4K. The stake represents 0.04% of the portfolio and ranks #367 among its holdings.

866 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Rothwell Investment Advisors, LLC held 168 shares of Elevance Health worth $65.4K as of Q3 2026.
Elevance Health was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Elevance Health made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #367 holding.
866 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.