de Creative Planning Elevance Health ELV Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 20.1 M | Comprar |
51,889
+25,042
| +93% | +USD 9.29 M | 0.01% | 508 |
|
|
2026
Q1 | USD 7.86 M | Vender |
26,847
-3,514
| -12% | -USD 1.15 M | 0.01% | 858 |
|
|
2025
Q4 | USD 10.6 M | Comprar |
30,361
+363
| +1% | +USD 123 k | 0.01% | 593 |
|
|
2025
Q3 | USD 9.7 M | Comprar |
29,998
+5,560
| +23% | +USD 1.73 M | 0.01% | 574 |
|
|
2025
Q2 | USD 9.5 M | Vender |
24,438
-6,477
| -21% | -USD 2.61 M | 0.01% | 525 |
|
|
2025
Q1 | USD 13.4 M | Comprar |
30,915
+7,667
| +33% | +USD 3.08 M | 0.01% | 405 |
|
|
2024
Q4 | USD 8.58 M | Vender |
23,248
-7,086
| -23% | -USD 2.97 M | 0.01% | 502 |
|
|
2024
Q3 | USD 15.8 M | Vender |
30,334
-822
| -3% | -USD 439 k | 0.02% | 326 |
|
|
2024
Q2 | USD 16.9 M | Comprar |
31,156
+2,901
| +10% | +USD 1.53 M | 0.02% | 296 |
|
|
2024
Q1 | USD 14.7 M | Comprar |
28,255
+1,442
| +5% | +USD 717 k | 0.02% | 316 |
|
|
2023
Q4 | USD 12.6 M | Comprar |
26,813
+858
| +3% | +USD 397 k | 0.02% | 333 |
|
|
2023
Q3 | USD 11.3 M | Vender |
25,955
-3,634
| -12% | -USD 1.65 M | 0.02% | 333 |
|
|
2023
Q2 | USD 13.1 M | Comprar |
29,589
+5,720
| +24% | +USD 2.64 M | 0.02% | 294 |
|
|
2023
Q1 | USD 11 M | Vender |
23,869
-2,508
| -10% | -USD 1.19 M | 0.02% | 314 |
|
|
2022
Q4 | USD 13.5 M | Comprar |
26,377
+5,116
| +24% | +USD 2.6 M | 0.02% | 270 |
|
|
2022
Q3 | USD 9.7 M | Comprar |
21,261
+444
| +2% | +USD 212 k | 0.02% | 314 |
|
|
2022
Q2 | USD 10 M | Comprar |
20,817
+38
| +0.2% | +USD 18.8 k | 0.02% | 321 |
|
|
2022
Q1 | USD 10.2 M | Comprar |
20,779
+2,554
| +14% | +USD 1.17 M | 0.02% | 316 |
|
|
2021
Q4 | USD 8.45 M | Comprar |
18,225
+189
| +1% | +USD 79.5 k | 0.01% | 319 |
|
|
2021
Q3 | USD 6.72 M | Vender |
18,036
-135
| -0.7% | -USD 51.3 k | 0.01% | 342 |
|
|
2021
Q2 | USD 6.94 M | Vender |
18,171
-4,862
| -21% | -USD 1.86 M | 0.01% | 331 |
|
|
2021
Q1 | USD 8.27 M | Comprar |
23,033
+2,563
| +13% | +USD 824 k | 0.02% | 308 |
|
|
2020
Q4 | USD 6.57 M | Vender |
20,470
-1,015
| -5% | -USD 311 k | 0.01% | 327 |
|
|
2020
Q3 | USD 5.77 M | Comprar |
21,485
+2,489
| +13% | +USD 670 k | 0.02% | 291 |
|
|
2020
Q2 | USD 5 M | Comprar |
18,996
+845
| +5% | +USD 225 k | 0.01% | 286 |
|
|
2020
Q1 | USD 4.12 M | Comprar |
18,151
+599
| +3% | +USD 163 k | 0.01% | 284 |
|
|
2019
Q4 | USD 5.3 M | Comprar |
17,552
+773
| +5% | +USD 213 k | 0.02% | 287 |
|
|
2019
Q3 | USD 4.03 M | Comprar |
16,779
+573
| +4% | +USD 157 k | 0.01% | 322 |
|
|
2019
Q2 | USD 4.57 M | Vender |
16,206
-1,191
| -7% | -USD 325 k | 0.02% | 310 |
|
|
2019
Q1 | USD 4.99 M | Vender |
17,397
-247
| -1% | -USD 71.4 k | 0.02% | 277 |
|
|
2018
Q4 | USD 4.63 M | Vender |
17,644
-734
| -4% | -USD 202 k | 0.02% | 258 |
|
|
2018
Q3 | USD 5.04 M | Vender |
18,378
-845
| -4% | -USD 219 k | 0.02% | 270 |
|
|
2018
Q2 | USD 4.58 M | Comprar |
19,223
+1,634
| +9% | +USD 378 k | 0.02% | 269 |
|
|
2018
Q1 | USD 3.86 M | Vender |
17,589
-100
| -0.6% | -USD 23.5 k | 0.02% | 309 |
|
|
2017
Q4 | USD 3.98 M | Comprar |
17,689
+1,030
| +6% | +USD 219 k | 0.02% | 290 |
|
|
2017
Q3 | USD 3.16 M | Vender |
16,659
-96
| -0.6% | -USD 18.3 k | 0.01% | 331 |
|
|
2017
Q2 | USD 3.15 M | Comprar |
16,755
+418
| +3% | +USD 75.1 k | 0.02% | 312 |
|
|
2017
Q1 | USD 2.7 M | Vender |
16,337
-608
| -4% | -USD 96.7 k | 0.01% | 339 |
|
|
2016
Q4 | USD 2.44 M | Comprar |
16,945
+48
| +0.3% | +USD 6.43 k | 0.01% | 352 |
|
|
2016
Q3 | USD 2.12 M | Vender |
16,897
-1,492
| -8% | -USD 193 k | 0.01% | 362 |
|
|
2016
Q2 | USD 2.42 M | Vender |
18,389
-1,852
| -9% | -USD 253 k | 0.02% | 299 |
|
|
2016
Q1 | USD 2.81 M | Vender |
20,241
-21
| -0.1% | -USD 2.81 k | 0.02% | 251 |
|
|
2015
Q4 | USD 2.82 M | Comprar |
20,262
+538
| +3% | +USD 74.1 k | 0.02% | 242 |
|
|
2015
Q3 | USD 2.76 M | Comprar |
19,724
+4,246
| +27% | +USD 638 k | 0.02% | 240 |
|
|
2015
Q2 | USD 2.54 M | Comprar |
15,478
+2,868
| +23% | +USD 458 k | 0.02% | 249 |
|
|
2015
Q1 | USD 1.95 M | Comprar |
12,610
+6,857
| +119% | +USD 976 k | 0.02% | 283 |
|
|
2014
Q4 | USD 723 k | Comprar |
5,753
+676
| +13% | +USD 83.5 k | 0.01% | 552 |
|
|
2014
Q3 | USD 607 k | Comprar |
5,077
+1,048
| +26% | +USD 120 k | 0.01% | 578 |
|
|
2014
Q2 | USD 434 k | Vender |
4,029
-775
| -16% | -USD 79.9 k | 0.01% | 698 |
|
|
2014
Q1 | USD 478 k | Comprar |
4,804
+467
| +11% | +USD 42.2 k | 0.01% | 637 |
|
|
2013
Q4 | USD 401 k | Comprar |
4,337
+411
| +10% | +USD 36.5 k | 0.01% | 586 |
|
|
2013
Q3 | USD 328 k | Comprar |
3,926
+701
| +22% | +USD 60.1 k | 0.01% | 565 |
|
|
2013
Q2 | USD 264 k | Comprar |
+3,225
| Nuevas | +USD 241 k | 0.01% | 595 |
|
Otros fondos que tienen ELV en su cartera
Posición de Creative Planning en ELV: resumen de T2 2026
Creative Planning aumentó su participación en Elevance Health (ELV) en 93% durante T2 2026, al comprar aproximadamente USD 9.29 M y elevar la posición a 51,889 acciones con un valor de USD 20.1 M. La posición representa 0.01% de la cartera y ocupa el puesto #508.
Creative Planning reportó por primera vez una posición en ELV en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 1,612 fondos que sigue Wall St. Rank mantienen una posición en ELV.
- Al cierre de T2 2026, Creative Planning tenía 51,889 acciones de Elevance Health con un valor de USD 20.1 M.
- Creative Planning compró 25,042 acciones de Elevance Health en T2 2026, por un monto estimado de USD 9.29 M.
- Elevance Health representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 508.
- Creative Planning reportó por primera vez una posición en Elevance Health en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 1,612 fondos que sigue Wall St. Rank tenían Elevance Health en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.