Baird Financial Group
ELV icon

Baird Financial Group’s Elevance Health ELV Stock Holding History

Baird Financial Group’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
Q1 		$1.51M Sell
5,156
-6,226
-55% -$2.05M ﹤0.01% 1140
2025
Q4 		$3.99M Sell
11,382
-1,089
-9% -$368K 0.01% 802
2025
Q3 		$4.03M Sell
12,471
-28,503
-70% -$8.86M 0.01% 817
2025
Q2 		$15.9M Sell
40,974
-601
-1% -$242K 0.03% 409
2025
Q1 		$18.1M Buy
41,575
+25,443
+158% +$10.2M 0.03% 377
2024
Q4 		$5.95M Sell
16,132
-3,249
-17% -$1.36M 0.01% 629
2024
Q3 		$10.1M Buy
19,381
+1,299
+7% +$694K 0.02% 505
2024
Q2 		$9.8M Buy
18,082
+705
+4% +$373K 0.02% 486
2024
Q1 		$9.01M Buy
17,377
+1,075
+7% +$535K 0.02% 502
2023
Q4 		$7.69M Buy
16,302
+399
+3% +$185K 0.02% 534
2023
Q3 		$6.92M Sell
15,903
-14,718
-48% -$6.68M 0.02% 526
2023
Q2 		$13.6M Buy
30,621
+17,844
+140% +$8.23M 0.04% 378
2023
Q1 		$5.88M Sell
12,777
-165
-1% -$78.5K 0.01% 544
2022
Q4 		$6.64M Buy
12,942
+1,396
+12% +$709K 0.02% 520
2022
Q3 		$5.25M Sell
11,546
-3,693
-24% -$1.77M 0.02% 550
2022
Q2 		$7.35M Buy
15,239
+369
+2% +$183K 0.02% 503
2022
Q1 		$7.3M Buy
14,870
+57
+0.4% +$26.1K 0.02% 523
2021
Q4 		$6.87M Buy
14,813
+30
+0.2% +$12.6K 0.02% 527
2021
Q3 		$5.51M Buy
14,783
+3,761
+34% +$1.43M 0.01% 567
2021
Q2 		$4.21M Buy
11,022
+436
+4% +$167K 0.01% 656
2021
Q1 		$3.8M Sell
10,586
-921
-8% -$296K 0.01% 661
2020
Q4 		$3.69M Sell
11,507
-927
-7% -$284K 0.01% 631
2020
Q3 		$3.34M Sell
12,434
-53
-0.4% -$14.3K 0.01% 602
2020
Q2 		$3.28M Buy
12,487
+1,334
+12% +$356K 0.01% 593
2020
Q1 		$2.53M Sell
11,153
-418
-4% -$114K 0.01% 625
2019
Q4 		$3.5M Buy
11,571
+119
+1% +$32.7K 0.01% 615
2019
Q3 		$2.75M Buy
11,452
+351
+3% +$96.2K 0.01% 687
2019
Q2 		$3.13M Sell
11,101
-7,821
-41% -$2.14M 0.01% 651
2019
Q1 		$5.43M Buy
18,922
+9,497
+101% +$2.75M 0.03% 426
2018
Q4 		$2.48M Sell
9,425
-7,194
-43% -$1.98M 0.02% 578
2018
Q3 		$4.59M Buy
16,619
+8,295
+100% +$2.15M 0.03% 466
2018
Q2 		$1.98M Sell
8,324
-88
-1% -$20.4K 0.01% 655
2018
Q1 		$1.85M Buy
8,412
+88
+1% +$20.7K 0.01% 656
2017
Q4 		$1.87M Buy
8,324
+5,267
+172% +$1.12M 0.01% 650
2017
Q3 		$580K Buy
3,057
+174
+6% +$33.1K ﹤0.01% 948
2017
Q2 		$542K Buy
2,883
+199
+7% +$35.8K ﹤0.01% 943
2017
Q1 		$444K Buy
2,684
+243
+10% +$38.7K ﹤0.01% 979
2016
Q4 		$351K Hold
2,441
– – ﹤0.01% 1017
2016
Q3 		$306K Sell
2,441
-66
-3% -$8.52K ﹤0.01% 1049
2016
Q2 		$333K Sell
2,507
-572
-19% -$78.3K ﹤0.01% 1028
2016
Q1 		$428K Sell
3,079
-1,155
-27% -$154K ﹤0.01% 959
2015
Q4 		$591K Sell
4,234
-867
-17% -$119K 0.01% 857
2015
Q3 		$714K Sell
5,101
-205
-4% -$30.8K 0.01% 813
2015
Q2 		$871K Buy
+5,306
New +$848K 0.01% 786

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Baird Financial Group's ELV Position: Q1 2026 in Review

Baird Financial Group reduced its Elevance Health (ELV) stake by 55% in Q1 2026, selling an estimated $2.05M and leaving 5,156 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Baird Financial Group first reported a position in ELV in Q2 2015 and has held it in 44 quarters since. The position peaked at $18.1M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Baird Financial Group held 5,156 shares of Elevance Health worth $1.51M as of Q1 2026.
  • Baird Financial Group sold 6,226 Elevance Health shares in Q1 2026, an estimated $2.05M.
  • Elevance Health made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1140 holding.
  • Baird Financial Group first reported a position in Elevance Health in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's Elevance Health position peaked at $18.1M in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.