Creative Planning’s Elevance Health ELV Stock Holding History

Creative 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
2020 Q1	–	Sell	-1,000	Closed	-$55K	–	1928
2019 Q4	$55K	Hold	1,000	–	–	﹤0.01%	1814
2019 Q3	$15K	Buy	+1,000	New	+$274K	﹤0.01%	1878
2017 Q1	–	Sell	-500	Closed	-$1K	–	4712
2016 Q4	$1K	Buy	+500	New	+$67K	﹤0.01%	4418
2015 Q4	–	Sell	-10,000	Closed	-$18K	–	4442
2015 Q3	$18K	Hold	10,000	–	–	﹤0.01%	2796
2015 Q2	$137K	Buy	+10,000	New	+$1.6M	﹤0.01%	946

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Planning's ELV Position: Q2 2026 in Review

Creative Planning increased its Elevance Health (ELV) stake by 93% in Q2 2026, buying an estimated $9.29M and bringing the position to 51,889 shares worth $20.1M. The position accounts for 0.01% of the portfolio, ranked #508.

Creative Planning first reported a position in ELV in Q2 2013 and has held it in 53 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Creative Planning held 51,889 shares of Elevance Health worth $20.1M as of Q2 2026.
Creative Planning bought 25,042 Elevance Health shares in Q2 2026, an estimated $9.29M.
Elevance Health made up 0.01% of Creative Planning's portfolio in Q2 2026, its #508 holding.
Creative Planning first reported a position in Elevance Health in Q2 2013 and has held it in 53 quarters since.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.