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Rothschild Wealth LLC

Position in ELV — Elevance Health, Inc.

CIK 1811345 OAK BROOK, IL

Position in ELV

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$246,733
+$37,862 QoQ
Shares Held
638
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,222
of 1,597 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ELV Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Rothschild Wealth LLC holds $3,511,556 across 5 Healthcare Plans names. ELV ranks #5 (7.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 ELV
Elevance Health, Inc.
This page
638 $246,733

All Filings in ELV

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $246,733 638
2025-06-30 $208,871 537
2025-03-31 $243,142 559
2024-09-30 $207,480 399
2024-06-30 $216,202 399