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Cornerstone Planning Group’s Elevance Health ELV Stock Holding History

Cornerstone Planning Group’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 		$24.6K Sell
63
-9
-13% -$3.34K ﹤0.01% 599
2026
Q1 		$26.3K Buy
72
+19
+36% +$6.25K ﹤0.01% 587
2025
Q4 		$18.1K Buy
53
+14
+36% +$4.73K ﹤0.01% 613
2025
Q3 		$12.6K Buy
39
+17
+77% +$5.29K ﹤0.01% 710
2025
Q2 		$6.08K Sell
22
-5
-19% -$2.01K ﹤0.01% 678
2025
Q1 		$11.5K Buy
27
+21
+350% +$8.43K ﹤0.01% 530
2024
Q4 		$2.47K Sell
6
-15
-71% -$6.28K ﹤0.01% 735
2024
Q3 		$8.62K Buy
21
+3
+17% +$1.6K ﹤0.01% 444
2024
Q2 		$9.42K Buy
18
+3
+20% +$1.59K ﹤0.01% 453
2024
Q1 		$7.91K Hold
15
– – ﹤0.01% 448
2023
Q4 		$7.07K Sell
15
-1
-6% -$462 ﹤0.01% 484
2023
Q3 		$6.97K Sell
16
-8
-33% -$3.63K ﹤0.01% 490
2023
Q2 		$10.7K Buy
+24
New +$11.1K ﹤0.01% 631
2022
Q4 		$15.8K Buy
+33
New +$16.8K 0.01% 495

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cornerstone Planning Group's ELV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Elevance Health (ELV) stake by 13% in Q2 2026, selling an estimated $3.34K and leaving 63 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Cornerstone Planning Group first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.3K in Q1 2026. 990 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cornerstone Planning Group held 63 shares of Elevance Health worth $24.6K as of Q2 2026.
  • Cornerstone Planning Group sold 9 Elevance Health shares in Q2 2026, an estimated $3.34K.
  • Elevance Health made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #599 holding.
  • Cornerstone Planning Group first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Elevance Health position peaked at $26.3K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.