Baker Avenue Asset Management’s Elevance Health ELV Stock Holding History

Baker Avenue Asset Management’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 Q2	$420K	Buy	+1,087	New	+$403K	0.01%	568
2023 Q4	–	Sell	-116	Closed	-$50.5K	–	687
2023 Q3	$50.5K	Sell	116 -59	-34%	-$26.8K	﹤0.01%	519
2023 Q2	$77.8K	Sell	175 -80	-31%	-$36.9K	﹤0.01%	461
2023 Q1	$117K	Sell	255 -17	-6%	-$8.09K	0.01%	413
2022 Q4	$140K	Buy	+272	New	+$138K	0.01%	368

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Avenue Asset Management's ELV Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Elevance Health (ELV) in Q2 2026: 1,087 shares worth $420K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in ELV as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in ELV in Q4 2022 and has held it in 5 quarters since. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Baker Avenue Asset Management held 1,087 shares of Elevance Health worth $420K as of Q2 2026.
Elevance Health was a new Baker Avenue Asset Management position in Q2 2026.
Elevance Health made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #568 holding.
Baker Avenue Asset Management first reported a position in Elevance Health in Q4 2022 and has held it in 5 quarters since.
1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.