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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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.