Position in ELV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,067,032
+$12,207,573 QoQ
Shares Held
51,889
+93.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#255
of 1,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Creative Planning holds $303,589,088 across 11 Healthcare Plans names. ELV ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
349,810 | $145,391,529 | |
| 2 | CVS |
CVS HEALTH Corp
|
332,113 | $34,357,089 | |
| 3 | CI |
Cigna Group
|
108,989 | $30,046,086 | |
| 4 | CNC |
Centene Corp
|
460,329 | $29,548,517 | |
| 5 | HUM |
Humana Inc
|
59,025 | $23,445,910 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
51,889 | $20,067,032 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
58,051 | $13,276,262 | |
| 8 | PGNY |
Progyny, Inc.
|
96,672 | $2,787,053 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,067,032 | 51,889 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,859,459 | 26,847 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,643,048 | 30,361 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,692,953 | 29,998 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,505,404 | 24,438 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,446,788 | 30,915 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,576,186 | 23,248 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,773,680 | 30,334 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $16,882,177 | 31,156 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $14,651,346 | 28,255 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,643,938 | 26,813 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,301,325 | 25,955 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $13,146,096 | 29,589 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $10,975,204 | 23,869 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,530,609 | 26,377 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,657,596 | 21,261 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,045,867 | 20,817 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,207,060 | 20,779 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,448,016 | 18,225 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,723,820 | 18,036 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,937,687 | 18,171 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,267,695 | 23,033 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,572,712 | 20,470 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,770,656 | 21,485 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,995,568 | 18,996 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,121,003 | 18,151 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||