Superior Planning, LLC’s Elevance Health ELV Stock Holding History

Superior Planning, LLC’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	$37.3K	Buy	+96	New	+$38.3K	0.02%	461

Other funds holding ELV

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Superior Planning, LLC's ELV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Elevance Health (ELV) in Q3 2026: 96 shares worth $37.3K. The stake represents 0.02% of the portfolio and ranks #461 among its holdings.

1,180 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Superior Planning, LLC held 96 shares of Elevance Health worth $37.3K as of Q3 2026.
Elevance Health was a new Superior Planning, LLC position in Q3 2026.
Elevance Health made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #461 holding.
1,180 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.