Center for Financial Planning’s Elevance Health ELV Stock Holding History

Center for Financial Planning’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 Q2	$135K	Hold	349	–	–	0.01%	208
2026 Q1	$102K	Hold	349	–	–	0.01%	230
2025 Q4	$122K	Sell	349 -26	-7%	-$8.79K	0.01%	206
2025 Q3	$121K	Hold	375	–	–	0.01%	210
2025 Q2	$146K	Hold	375	–	–	0.02%	183
2025 Q1	$163K	Hold	375	–	–	0.02%	171
2024 Q4	$138K	Hold	375	–	–	0.02%	175
2024 Q3	$195K	Hold	375	–	–	0.03%	153
2024 Q2	$203K	Hold	375	–	–	0.03%	146
2024 Q1	$194K	Buy	375 +26	+7%	+$12.9K	0.03%	150
2023 Q4	$165K	Hold	349	–	–	0.03%	149
2023 Q3	$152K	Hold	349	–	–	0.03%	148
2023 Q2	$155K	Hold	349	–	–	0.03%	148
2023 Q1	$160K	Hold	349	–	–	0.04%	142
2022 Q4	$179K	Hold	349	–	–	0.04%	136
2022 Q3	$159K	Hold	349	–	–	0.04%	133
2022 Q2	$168K	Hold	349	–	–	0.04%	130
2022 Q1	$171K	Hold	349	–	–	0.04%	142
2021 Q4	$162K	Hold	349	–	–	0.03%	142
2021 Q3	$130K	Hold	349	–	–	0.03%	148
2021 Q2	$133K	Hold	349	–	–	0.03%	147
2021 Q1	$125K	Hold	349	–	–	0.03%	149
2020 Q4	$112K	Hold	349	–	–	0.03%	141
2020 Q3	$94K	Sell	349 -24	-6%	-$6.46K	0.03%	144
2020 Q2	$98K	Hold	373	–	–	0.03%	142
2020 Q1	$85K	Buy	373 +100	+37%	+$27.3K	0.03%	141
2019 Q4	$82K	Buy	+273	New	+$75.1K	0.02%	151

Other funds holding ELV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Center for Financial Planning's ELV Position: Q2 2026 in Review

Center for Financial Planning held its Elevance Health (ELV) position steady in Q2 2026 at 349 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #208.

Center for Financial Planning first reported a position in ELV in Q4 2019 and has held it in 27 quarters since. The position peaked at $203K in Q2 2024. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Center for Financial Planning held 349 shares of Elevance Health worth $135K as of Q2 2026.
Center for Financial Planning left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #208 holding.
Center for Financial Planning first reported a position in Elevance Health in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Elevance Health position peaked at $203K in Q2 2024.
417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.