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, 2026Rothschild Wealth LLC holds $3,511,556 across 5 Healthcare Plans names. ELV ranks #5 (7.0% of the industry book) .
All Filings in ELV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,733 | 638 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $208,871 | 537 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,142 | 559 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $207,480 | 399 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $216,202 | 399 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||