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Creekmur Asset Management’s Elevance Health ELV Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$325K Buy
1,005
+1
+0.1% +$311 0.05% 156
2025
Q2 		$391K Buy
1,004
+36
+4% +$14.5K 0.07% 146
2025
Q1 		$421K Buy
+968
New +$389K 0.09% 128
2024
Q4 		– Sell
-6
Closed -$3.12K – 966
2024
Q3 		$3.12K Buy
+6
New +$3.21K ﹤0.01% 591

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Creekmur Asset Management's ELV Position: Q3 2025 in Review

Creekmur Asset Management increased its Elevance Health (ELV) stake by 0.1% in Q3 2025, buying an estimated $311 and bringing the position to 1,005 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #156.

Creekmur Asset Management first reported a position in ELV in Q3 2024 and has held it in 4 quarters since. The position peaked at $421K in Q1 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Creekmur Asset Management held 1,005 shares of Elevance Health worth $325K as of Q3 2025.
  • Creekmur Asset Management bought 1 Elevance Health share in Q3 2025, an estimated $311.
  • Elevance Health made up 0.05% of Creekmur Asset Management's portfolio in Q3 2025, its #156 holding.
  • Creekmur Asset Management first reported a position in Elevance Health in Q3 2024 and has held it in 4 quarters since.
  • Creekmur Asset Management's Elevance Health position peaked at $421K in Q1 2025.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.