CCFM
ELV icon

Clear Creek Financial Management’s Elevance Health ELV Stock Holding History

Clear Creek Financial Management’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
Q1 		– Sell
-1,586
Closed -$556K – 624
2025
Q4 		$556K Buy
1,586
+328
+26% +$111K 0.05% 355
2025
Q3 		$407K Buy
1,258
+590
+88% +$184K 0.04% 406
2025
Q2 		$260K Sell
668
-661
-50% -$266K 0.02% 471
2025
Q1 		$578K Buy
+1,329
New +$534K 0.06% 291

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Clear Creek Financial Management's ELV Position: Q1 2026 in Review

Clear Creek Financial Management sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 1,586 shares — an estimated $556K sold.

Clear Creek Financial Management first reported a position in ELV in Q1 2025 and held it in 4 quarters. The position peaked at $578K in Q1 2025. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Clear Creek Financial Management reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Clear Creek Financial Management sold 1,586 Elevance Health shares in Q1 2026, an estimated $556K.
  • Clear Creek Financial Management first reported a position in Elevance Health in Q1 2025 and held it in 4 quarters.
  • Clear Creek Financial Management's Elevance Health position peaked at $578K in Q1 2025.
  • 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.