CPL
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Capital & Planning LLC’s Elevance Health ELV Stock Holding History

Capital & 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
2025
Q1 		– Sell
-6
Closed -$2.21K – 77
2024
Q4 		$2.21K Buy
+6
New +$2.51K ﹤0.01% 156

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital & Planning LLC's ELV Position: Q1 2025 in Review

Capital & Planning LLC sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 6 shares — an estimated $2.21K sold.

Capital & Planning LLC first reported a position in ELV in Q4 2024 and held it in 1 quarter. The position peaked at $2.21K in Q4 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Capital & Planning LLC reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 6 Elevance Health shares in Q1 2025, an estimated $2.21K.
  • Capital & Planning LLC first reported a position in Elevance Health in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's Elevance Health position peaked at $2.21K in Q4 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.