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Polaris Financial Partners’s Elevance Health ELV Stock Holding History

Polaris Financial Partners’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 		$23K Buy
+58
New +$23.1K 0.01% 238

Other funds holding ELV

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's ELV Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Elevance Health (ELV) in Q3 2026: 58 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings.

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

  • Polaris Financial Partners held 58 shares of Elevance Health worth $23K as of Q3 2026.
  • Elevance Health was a new Polaris Financial Partners position in Q3 2026.
  • Elevance Health made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #238 holding.
  • 12 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.