Root Financial Partners
ELV icon

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
Q3 		$275K Buy
+708
New +$283K 0.01% 342
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

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Root Financial Partners opened a new position in Elevance Health (ELV) in Q3 2026: 708 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ELV as recently as Q1 2026.

Root Financial Partners first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 1,385 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Root Financial Partners held 708 shares of Elevance Health worth $275K as of Q3 2026.
  • Elevance Health was a new Root Financial Partners position in Q3 2026.
  • Elevance Health made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #342 holding.
  • Root Financial Partners first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.