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Creative Planning ELV Position History
Elevance Health, Inc. • Healthcare
Quarters held
8
Latest value
$22.2M
Q3 2026
Peak value
$22.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.6M |
| Q3 2025 | $48K |
| Q4 2025 | $10.6M |
| Q1 2026 | $7.9M |
| Q2 2026 | $132K |
| Q2 2026 | $19.9M |
| Q3 2026 | $135K |
| Q3 2026 | $22.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.2M | 57.1K | — | — |
| Q3 2026 | $135K | 348 | — | — |
| Q2 2026 | $19.9M | 51.5K | — | — |
| Q2 2026 | $132K | 341 | — | — |
| Q1 2026 | $7.9M | 26.8K | — | — |
| Q4 2025 | $10.6M | 30.4K | — | — |
| Q3 2025 | $48K | 147 | — | — |
| Q3 2025 | $9.6M | 29.9K | — | — |
Other funds holding ELV
$9.2B
$8.5B
$7.3B
$6.7B
$5.7B
$5.6B
$5.4B
$4.9B