James T. Borello RIA
ELV icon

James T. Borello RIA’s Elevance Health ELV Stock Holding History

James T. Borello RIA’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 		$121K Buy
310
+1
+0.3% +$399 0.03% 155
2026
Q2 		$119K Buy
309
+9
+3% +$3.34K 0.03% 150
2026
Q1 		$87.8K Buy
300
+16
+6% +$5.26K 0.02% 165
2025
Q4 		$100K Buy
284
+21
+8% +$7.1K 0.03% 137
2025
Q3 		$85K Buy
263
+27
+11% +$8.4K 0.02% 133
2025
Q2 		$91.8K Hold
236
– – 0.03% 124
2025
Q1 		$103K Buy
+236
New +$94.7K 0.03% 103

Other funds holding ELV

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

James T. Borello RIA's ELV Position: Q3 2026 in Review

James T. Borello RIA increased its Elevance Health (ELV) stake by 0.32% in Q3 2026, buying an estimated $399 and bringing the position to 310 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #155.

James T. Borello RIA first reported a position in ELV in Q1 2025 and has held it in 7 quarters since. 437 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • James T. Borello RIA held 310 shares of Elevance Health worth $121K as of Q3 2026.
  • James T. Borello RIA bought 1 Elevance Health share in Q3 2026, an estimated $399.
  • Elevance Health made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #155 holding.
  • James T. Borello RIA first reported a position in Elevance Health in Q1 2025 and has held it in 7 quarters since.
  • 437 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.