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Rossby Financial’s Elevance Health ELV Stock Holding History

Rossby Financial’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
Q1 		$78.2K Buy
262
+106
+68% +$34.8K 0.02% 612
2025
Q4 		$54.7K Buy
156
+72
+86% +$24.3K 0.02% 525
2025
Q3 		$27.9K Buy
84
+44
+110% +$13.7K 0.01% 644
2025
Q2 		$15.6K Buy
+40
New +$16.1K 0.01% 703

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Rossby Financial's ELV Position: Q1 2026 in Review

Rossby Financial increased its Elevance Health (ELV) stake by 68% in Q1 2026, buying an estimated $34.8K and bringing the position to 262 shares worth $78.2K. The position accounts for 0.02% of the portfolio, ranked #612.

Rossby Financial first reported a position in ELV in Q2 2025 and has held it in 4 quarters since. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Rossby Financial held 262 shares of Elevance Health worth $78.2K as of Q1 2026.
  • Rossby Financial bought 106 Elevance Health shares in Q1 2026, an estimated $34.8K.
  • Elevance Health made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #612 holding.
  • Rossby Financial first reported a position in Elevance Health in Q2 2025 and has held it in 4 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.