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Root Financial Partners’s Elevance Health ELV Stock Holding History

Root 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
Q2 		– Sell
-149
Closed -$43.6K – 1228
2026
Q1 		$43.6K Buy
149
+13
+10% +$4.27K ﹤0.01% 932
2025
Q4 		$47.7K Buy
136
+72
+113% +$24.3K ﹤0.01% 736
2025
Q3 		$20.7K Buy
+64
New +$19.9K ﹤0.01% 1106

Other funds holding ELV

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Root Financial Partners's ELV Position: Q2 2026 in Review

Root Financial Partners sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 149 shares — an estimated $43.6K sold.

Root Financial Partners first reported a position in ELV in Q3 2025 and held it in 3 quarters. The position peaked at $47.7K in Q4 2025. 565 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Root Financial Partners reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 149 Elevance Health shares in Q2 2026, an estimated $43.6K.
  • Root Financial Partners first reported a position in Elevance Health in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Elevance Health position peaked at $47.7K in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.