Root Financial Partners, LLC

Position in ELV — Elevance Health, Inc.

CIK 1977181 ENCINITAS, CA

Position in ELV

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$43,619

-$4,055 QoQ

Shares Held

149

+9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Root Financial Partners, LLC holds $2,172,692 across 4 Healthcare Plans names.

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,372	$985,874
2	CVS	CVS HEALTH Corp	5,374	$555,940
3	CNC	Centene Corp	5,744	$368,707
4	CI	Cigna Group	951	$262,171

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$43,619	149	+9.6%	Shares	Sole	2026-04-24
2025-12-31	$47,674	136	+112.5%	Shares	Sole	2026-02-10
2025-09-30	$20,679	64	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.