Creative Planning
ELV icon

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
2017
Q1 		– Sell
-2,500
Closed -$1K – 4713
2016
Q4 		$1K Buy
2,500
+1,500
+150% +$201K ﹤0.01% 4419
2016
Q3 		$1K Sell
1,000
-1,000
-50% -$129K ﹤0.01% 4368
2016
Q2 		$4K Hold
2,000
– – ﹤0.01% 3741
2016
Q1 		$6K Buy
2,000
+1,000
+100% +$134K ﹤0.01% 3485
2015
Q4 		$2K Hold
1,000
– – ﹤0.01% 4009
2015
Q3 		$6K Buy
+1,000
New +$150K ﹤0.01% 3503

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
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.