Plancorp LLC’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $382K | Sell |
899
-762
| -46% | -$283K | 0.01% | 293 |
|
|
2026
Q1 | $517K | Sell |
1,661
-170
| -9% | -$55.9K | 0.01% | 222 |
|
|
2025
Q4 | $642K | Buy |
1,831
+215
| +13% | +$72.7K | 0.02% | 190 |
|
|
2025
Q3 | $522K | Buy |
1,616
+20
| +1% | +$6.22K | 0.02% | 216 |
|
|
2025
Q2 | $621K | Buy |
1,596
+21
| +1% | +$8.45K | 0.02% | 199 |
|
|
2025
Q1 | $685K | Buy |
1,575
+11
| +0.7% | +$4.42K | 0.03% | 174 |
|
|
2024
Q4 | $577K | Sell |
1,564
-58
| -4% | -$24.3K | 0.02% | 178 |
|
|
2024
Q3 | $843K | Buy |
1,622
+9
| +0.6% | +$4.81K | 0.03% | 145 |
|
|
2024
Q2 | $874K | Buy |
1,613
+14
| +0.9% | +$7.4K | 0.04% | 133 |
|
|
2024
Q1 | $829K | Buy |
1,599
+55
| +4% | +$27.4K | 0.04% | 137 |
|
|
2023
Q4 | $728K | Buy |
1,544
+77
| +5% | +$35.6K | 0.03% | 135 |
|
|
2023
Q3 | $639K | Buy |
1,467
+17
| +1% | +$7.71K | 0.03% | 138 |
|
|
2023
Q2 | $644K | Buy |
1,450
+6
| +0.4% | +$2.77K | 0.03% | 133 |
|
|
2023
Q1 | $664K | Sell |
1,444
-3
| -0.2% | -$1.43K | 0.04% | 137 |
|
|
2022
Q4 | $742K | Buy |
1,447
+3
| +0.2% | +$1.52K | 0.04% | 118 |
|
|
2022
Q3 | $656K | Buy |
1,444
+8
| +0.6% | +$3.83K | 0.04% | 116 |
|
|
2022
Q2 | $693K | Hold |
1,436
| – | – | 0.04% | 123 |
|
|
2022
Q1 | $705K | Buy |
1,436
+32
| +2% | +$14.6K | 0.05% | 126 |
|
|
2021
Q4 | $651K | Sell |
1,404
-38
| -3% | -$16K | 0.04% | 126 |
|
|
2021
Q3 | $538K | Buy |
1,442
+32
| +2% | +$12.2K | 0.04% | 134 |
|
|
2021
Q2 | $538K | Hold |
1,410
| – | – | 0.04% | 126 |
|
|
2021
Q1 | $506K | Sell |
1,410
-4
| -0.3% | -$1.29K | 0.11% | 117 |
|
|
2020
Q4 | $454K | Buy |
1,414
+7
| +0.5% | +$2.15K | 0.11% | 121 |
|
|
2020
Q3 | $378K | Sell |
1,407
-2
| -0.1% | -$538 | 0.11% | 118 |
|
|
2020
Q2 | $371K | Buy |
1,409
+11
| +0.8% | +$2.94K | 0.11% | 122 |
|
|
2020
Q1 | $317K | Buy |
1,398
+24
| +2% | +$6.54K | 0.12% | 121 |
|
|
2019
Q4 | $415K | Hold |
1,374
| – | – | 0.13% | 122 |
|
|
2019
Q3 | $330K | Sell |
1,374
-13
| -0.9% | -$3.56K | 0.13% | 124 |
|
|
2019
Q2 | $391K | Buy |
1,387
+16
| +1% | +$4.37K | 0.15% | 108 |
|
|
2019
Q1 | $393K | Buy |
1,371
+57
| +4% | +$16.5K | 0.15% | 112 |
|
|
2018
Q4 | $345K | Buy |
1,314
+14
| +1% | +$3.85K | 0.16% | 107 |
|
|
2018
Q3 | $356K | Hold |
1,300
| – | – | 0.14% | 116 |
|
|
2018
Q2 | $309K | Hold |
1,300
| – | – | 0.12% | 125 |
|
|
2018
Q1 | $286K | Hold |
1,300
| – | – | 0.09% | 132 |
|
|
2017
Q4 | $292K | Hold |
1,300
| – | – | 0.1% | 136 |
|
|
2017
Q3 | $246K | Hold |
1,300
| – | – | 0.07% | 145 |
|
|
2017
Q2 | $244K | Hold |
1,300
| – | – | 0.07% | 145 |
|
|
2017
Q1 | $214K | Buy |
+1,300
| New | +$207K | 0.06% | 157 |
|
Other funds holding ELV
LMFP
HGIM
DC
CF
MIHAS
Plancorp LLC's ELV Position: Q2 2026 in Review
Plancorp LLC reduced its Elevance Health (ELV) stake by 46% in Q2 2026, selling an estimated $283K and leaving 899 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #293.
Plancorp LLC first reported a position in ELV in Q1 2017 and has held it in 38 quarters since. The position peaked at $874K in Q2 2024. 368 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Plancorp LLC held 899 shares of Elevance Health worth $382K as of Q2 2026.
- Plancorp LLC sold 762 Elevance Health shares in Q2 2026, an estimated $283K.
- Elevance Health made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #293 holding.
- Plancorp LLC first reported a position in Elevance Health in Q1 2017 and has held it in 38 quarters since.
- Plancorp LLC's Elevance Health position peaked at $874K in Q2 2024.
- 368 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.