MCFP
ELV icon

McCarley & Cook Financial Planners’s Elevance Health ELV Stock Holding History

McCarley & Cook Financial Planners’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
2026
Q3 		$1.17K Hold
3
– – ﹤0.01% 248
2026
Q2 		$1.16K Hold
3
– – ﹤0.01% 234
2026
Q1 		$878 Hold
3
– – ﹤0.01% 245
2025
Q4 		$1.05K Buy
+3
New +$1.01K ﹤0.01% 241

Other funds holding ELV

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

McCarley & Cook Financial Planners's ELV Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Elevance Health (ELV) position steady in Q3 2026 at 3 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

McCarley & Cook Financial Planners first reported a position in ELV in Q4 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • McCarley & Cook Financial Planners held 3 shares of Elevance Health worth $1.17K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Elevance Health share count unchanged in Q3 2026.
  • Elevance Health made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #248 holding.
  • McCarley & Cook Financial Planners first reported a position in Elevance Health in Q4 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.