Creative Financial Designs’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $180K | Sell |
615
-7
| -1% | -$2.3K | 0.01% | 537 |
|
|
2025
Q4 | $218K | Sell |
622
-139
| -18% | -$47K | 0.01% | 455 |
|
|
2025
Q3 | $246K | Sell |
761
-3
| -0.4% | -$933 | 0.02% | 438 |
|
|
2025
Q2 | $297K | Sell |
764
-28
| -4% | -$11.3K | 0.02% | 403 |
|
|
2025
Q1 | $345K | Buy |
792
+116
| +17% | +$46.6K | 0.03% | 340 |
|
|
2024
Q4 | $249K | Buy |
676
+119
| +21% | +$49.8K | 0.02% | 395 |
|
|
2024
Q3 | $290K | Buy |
557
+3
| +0.5% | +$1.6K | 0.02% | 372 |
|
|
2024
Q2 | $300K | Buy |
554
+16
| +3% | +$8.46K | 0.03% | 356 |
|
|
2024
Q1 | $279K | Sell |
538
-53
| -9% | -$26.4K | 0.03% | 347 |
|
|
2023
Q4 | $279K | Hold |
591
| – | – | 0.03% | 322 |
|
|
2023
Q3 | $257K | Hold |
591
| – | – | 0.03% | 296 |
|
|
2023
Q2 | $262K | Buy |
591
+1
| +0.2% | +$461 | 0.03% | 301 |
|
|
2023
Q1 | $272K | Hold |
590
| – | – | 0.04% | 285 |
|
|
2022
Q4 | $303K | Hold |
590
| – | – | 0.04% | 262 |
|
|
2022
Q3 | $268K | Buy |
590
+104
| +21% | +$49.8K | 0.04% | 257 |
|
|
2022
Q2 | $235K | Sell |
486
-3
| -0.6% | -$1.48K | 0.04% | 271 |
|
|
2022
Q1 | $240K | Hold |
489
| – | – | 0.04% | 268 |
|
|
2021
Q4 | $227K | Sell |
489
-15
| -3% | -$6.31K | 0.03% | 286 |
|
|
2021
Q3 | $188K | Buy |
504
+3
| +0.6% | +$1.14K | 0.03% | 308 |
|
|
2021
Q2 | $191K | Hold |
501
| – | – | 0.03% | 304 |
|
|
2021
Q1 | $180K | Hold |
501
| – | – | 0.04% | 292 |
|
|
2020
Q4 | $161K | Hold |
501
| – | – | 0.03% | 293 |
|
|
2020
Q3 | $135K | Buy |
501
+14
| +3% | +$3.77K | 0.03% | 289 |
|
|
2020
Q2 | $128K | Buy |
487
+43
| +10% | +$11.5K | 0.04% | 250 |
|
|
2020
Q1 | $101K | Sell |
444
-21
| -5% | -$5.72K | 0.05% | 173 |
|
|
2019
Q4 | $140K | Sell |
465
-100
| -18% | -$27.5K | 0.06% | 173 |
|
|
2019
Q3 | $134K | Hold |
565
| – | – | 0.07% | 161 |
|
|
2019
Q2 | $161K | Hold |
565
| – | – | 0.09% | 148 |
|
|
2019
Q1 | $162K | Buy |
565
+535
| +1,783% | +$155K | 0.1% | 137 |
|
|
2018
Q4 | $8K | Hold |
30
| – | – | 0.01% | 387 |
|
|
2018
Q3 | $8K | Sell |
30
-414
| -93% | -$107K | ﹤0.01% | 457 |
|
|
2018
Q2 | $106K | Hold |
444
| – | – | 0.06% | 173 |
|
|
2018
Q1 | $98K | Hold |
444
| – | – | 0.06% | 167 |
|
|
2017
Q4 | $100K | Hold |
444
| – | – | 0.07% | 166 |
|
|
2017
Q3 | $84K | Hold |
444
| – | – | 0.05% | 199 |
|
|
2017
Q2 | $84K | Hold |
444
| – | – | 0.05% | 192 |
|
|
2017
Q1 | $73K | Hold |
444
| – | – | 0.05% | 196 |
|
|
2016
Q4 | $64K | Buy |
+444
| New | +$59.5K | 0.05% | 202 |
|
Other funds holding ELV
VCM
VPM
Creative Financial Designs's ELV Position: Q1 2026 in Review
Creative Financial Designs reduced its Elevance Health (ELV) stake by 1.1% in Q1 2026, selling an estimated $2.3K and leaving 615 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #537.
Creative Financial Designs first reported a position in ELV in Q4 2016 and has held it in 38 quarters since. The position peaked at $345K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Creative Financial Designs held 615 shares of Elevance Health worth $180K as of Q1 2026.
- Creative Financial Designs sold 7 Elevance Health shares in Q1 2026, an estimated $2.3K.
- Elevance Health made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #537 holding.
- Creative Financial Designs first reported a position in Elevance Health in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's Elevance Health position peaked at $345K in Q1 2025.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.