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Rothschild Investment LLC’s Elevance Health ELV Stock Holding History

Rothschild Investment 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
Q2 		$554K Buy
1,432
+1,178
+464% +$437K 0.02% 572
2026
Q1 		$74.4K Sell
254
-6
-2% -$1.97K ﹤0.01% 1002
2025
Q4 		$91.1K Sell
260
-12
-4% -$4.05K 0.01% 833
2025
Q3 		$87.9K Sell
272
-63
-19% -$19.6K 0.01% 830
2025
Q2 		$130K Sell
335
-402
-55% -$162K 0.01% 589
2025
Q1 		$321K Buy
737
+102
+16% +$40.9K 0.02% 408
2024
Q4 		$234K Sell
635
-133
-17% -$55.7K 0.02% 471
2024
Q3 		$399K Sell
768
-53
-6% -$28.3K 0.03% 384
2024
Q2 		$445K Buy
821
+158
+24% +$83.5K 0.03% 351
2024
Q1 		$344K Buy
663
+27
+4% +$13.4K 0.02% 377
2023
Q4 		$300K Buy
636
+70
+12% +$32.4K 0.03% 357
2023
Q3 		$246K Buy
+566
New +$257K 0.02% 413
2017
Q3 		– Sell
-1,575
Closed -$296K – 417
2017
Q2 		$296K Buy
+1,575
New +$283K 0.03% 356

Other funds holding ELV

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Rothschild Investment LLC's ELV Position: Q2 2026 in Review

Rothschild Investment LLC increased its Elevance Health (ELV) stake by 464% in Q2 2026, buying an estimated $437K and bringing the position to 1,432 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #572.

Rothschild Investment LLC first reported a position in ELV in Q2 2017 and has held it in 13 quarters since. 849 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Rothschild Investment LLC held 1,432 shares of Elevance Health worth $554K as of Q2 2026.
  • Rothschild Investment LLC bought 1,178 Elevance Health shares in Q2 2026, an estimated $437K.
  • Elevance Health made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #572 holding.
  • Rothschild Investment LLC first reported a position in Elevance Health in Q2 2017 and has held it in 13 quarters since.
  • 849 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.