Creative Planning’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 | $7.86M | Sell |
26,847
-3,514
| -12% | -$1.15M | 0.01% | 858 |
|
|
2025
Q4 | $10.6M | Buy |
30,361
+363
| +1% | +$123K | 0.01% | 593 |
|
|
2025
Q3 | $9.69M | Buy |
29,998
+5,560
| +23% | +$1.73M | 0.01% | 574 |
|
|
2025
Q2 | $9.51M | Sell |
24,438
-6,477
| -21% | -$2.61M | 0.01% | 525 |
|
|
2025
Q1 | $13.4M | Buy |
30,915
+7,667
| +33% | +$3.08M | 0.01% | 405 |
|
|
2024
Q4 | $8.58M | Sell |
23,248
-7,086
| -23% | -$2.97M | 0.01% | 502 |
|
|
2024
Q3 | $15.8M | Sell |
30,334
-822
| -3% | -$439K | 0.02% | 326 |
|
|
2024
Q2 | $16.9M | Buy |
31,156
+2,901
| +10% | +$1.53M | 0.02% | 296 |
|
|
2024
Q1 | $14.7M | Buy |
28,255
+1,442
| +5% | +$717K | 0.02% | 316 |
|
|
2023
Q4 | $12.6M | Buy |
26,813
+858
| +3% | +$397K | 0.02% | 333 |
|
|
2023
Q3 | $11.3M | Sell |
25,955
-3,634
| -12% | -$1.65M | 0.02% | 333 |
|
|
2023
Q2 | $13.1M | Buy |
29,589
+5,720
| +24% | +$2.64M | 0.02% | 294 |
|
|
2023
Q1 | $11M | Sell |
23,869
-2,508
| -10% | -$1.19M | 0.02% | 314 |
|
|
2022
Q4 | $13.5M | Buy |
26,377
+5,116
| +24% | +$2.6M | 0.02% | 270 |
|
|
2022
Q3 | $9.66M | Buy |
21,261
+444
| +2% | +$212K | 0.02% | 314 |
|
|
2022
Q2 | $10M | Buy |
20,817
+38
| +0.2% | +$18.8K | 0.02% | 321 |
|
|
2022
Q1 | $10.2M | Buy |
20,779
+2,554
| +14% | +$1.17M | 0.02% | 316 |
|
|
2021
Q4 | $8.45M | Buy |
18,225
+189
| +1% | +$79.5K | 0.01% | 319 |
|
|
2021
Q3 | $6.72M | Sell |
18,036
-135
| -0.7% | -$51.3K | 0.01% | 342 |
|
|
2021
Q2 | $6.94M | Sell |
18,171
-4,862
| -21% | -$1.86M | 0.01% | 331 |
|
|
2021
Q1 | $8.27M | Buy |
23,033
+2,563
| +13% | +$824K | 0.02% | 308 |
|
|
2020
Q4 | $6.57M | Sell |
20,470
-1,015
| -5% | -$311K | 0.01% | 327 |
|
|
2020
Q3 | $5.77M | Buy |
21,485
+2,489
| +13% | +$670K | 0.02% | 291 |
|
|
2020
Q2 | $5M | Buy |
18,996
+845
| +5% | +$225K | 0.01% | 286 |
|
|
2020
Q1 | $4.12M | Buy |
18,151
+599
| +3% | +$163K | 0.01% | 284 |
|
|
2019
Q4 | $5.3M | Buy |
17,552
+773
| +5% | +$213K | 0.02% | 287 |
|
|
2019
Q3 | $4.03M | Buy |
16,779
+573
| +4% | +$157K | 0.01% | 322 |
|
|
2019
Q2 | $4.57M | Sell |
16,206
-1,191
| -7% | -$325K | 0.02% | 310 |
|
|
2019
Q1 | $4.99M | Sell |
17,397
-247
| -1% | -$71.4K | 0.02% | 277 |
|
|
2018
Q4 | $4.63M | Sell |
17,644
-734
| -4% | -$202K | 0.02% | 258 |
|
|
2018
Q3 | $5.04M | Sell |
18,378
-845
| -4% | -$219K | 0.02% | 270 |
|
|
2018
Q2 | $4.58M | Buy |
19,223
+1,634
| +9% | +$378K | 0.02% | 269 |
|
|
2018
Q1 | $3.86M | Sell |
17,589
-100
| -0.6% | -$23.5K | 0.02% | 309 |
|
|
2017
Q4 | $3.98M | Buy |
17,689
+1,030
| +6% | +$219K | 0.02% | 290 |
|
|
2017
Q3 | $3.16M | Sell |
16,659
-96
| -0.6% | -$18.3K | 0.01% | 331 |
|
|
2017
Q2 | $3.15M | Buy |
16,755
+418
| +3% | +$75.1K | 0.02% | 312 |
|
|
2017
Q1 | $2.7M | Sell |
16,337
-608
| -4% | -$96.7K | 0.01% | 339 |
|
|
2016
Q4 | $2.44M | Buy |
16,945
+48
| +0.3% | +$6.43K | 0.01% | 352 |
|
|
2016
Q3 | $2.12M | Sell |
16,897
-1,492
| -8% | -$193K | 0.01% | 362 |
|
|
2016
Q2 | $2.42M | Sell |
18,389
-1,852
| -9% | -$253K | 0.02% | 299 |
|
|
2016
Q1 | $2.81M | Sell |
20,241
-21
| -0.1% | -$2.81K | 0.02% | 251 |
|
|
2015
Q4 | $2.83M | Buy |
20,262
+538
| +3% | +$74.1K | 0.02% | 242 |
|
|
2015
Q3 | $2.76M | Buy |
19,724
+4,246
| +27% | +$638K | 0.02% | 240 |
|
|
2015
Q2 | $2.54M | Buy |
15,478
+2,868
| +23% | +$458K | 0.02% | 249 |
|
|
2015
Q1 | $1.95M | Buy |
12,610
+6,857
| +119% | +$976K | 0.02% | 283 |
|
|
2014
Q4 | $723K | Buy |
5,753
+676
| +13% | +$83.5K | 0.01% | 552 |
|
|
2014
Q3 | $607K | Buy |
5,077
+1,048
| +26% | +$120K | 0.01% | 578 |
|
|
2014
Q2 | $434K | Sell |
4,029
-775
| -16% | -$79.9K | 0.01% | 698 |
|
|
2014
Q1 | $478K | Buy |
4,804
+467
| +11% | +$42.2K | 0.01% | 637 |
|
|
2013
Q4 | $401K | Buy |
4,337
+411
| +10% | +$36.5K | 0.01% | 586 |
|
|
2013
Q3 | $328K | Buy |
3,926
+701
| +22% | +$60.1K | 0.01% | 565 |
|
|
2013
Q2 | $264K | Buy |
+3,225
| New | +$241K | 0.01% | 595 |
|
Other funds holding ELV
VCM
VPM
Creative Planning's ELV Position: Q1 2026 in Review
Creative Planning reduced its Elevance Health (ELV) stake by 12% in Q1 2026, selling an estimated $1.15M and leaving 26,847 shares worth $7.86M. The position accounts for 0.01% of the portfolio, ranked #858.
Creative Planning first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.9M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Creative Planning held 26,847 shares of Elevance Health worth $7.86M as of Q1 2026.
- Creative Planning sold 3,514 Elevance Health shares in Q1 2026, an estimated $1.15M.
- Elevance Health made up 0.01% of Creative Planning's portfolio in Q1 2026, its #858 holding.
- Creative Planning first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Elevance Health position peaked at $16.9M in Q2 2024.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.