Balyasny Asset Management’s Elevance Health ELV Stock Holding History

Balyasny 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 Q1	–	Sell	-13,500	Closed	-$4.73M	–	3055
2025 Q4	$4.73M	Sell	13,500 -2,000	-13%	-$676K	0.01%	1423
2025 Q3	$5.01M	Sell	15,500 -17,000	-52%	-$5.29M	0.01%	1371
2025 Q2	$12.6M	Hold	32,500	–	–	0.02%	860
2025 Q1	$14.1M	Hold	32,500	–	–	0.02%	745
2024 Q4	$12M	Sell	32,500 -2,200	-6%	-$921K	0.02%	882
2024 Q3	$18M	Sell	34,700 -1,900	-5%	-$1.02M	0.03%	678
2024 Q2	$19.8M	Sell	36,600 -1,500	-4%	-$793K	0.03%	608
2024 Q1	$19.8M	Buy	38,100 +32,600	+593%	+$16.2M	0.03%	622
2023 Q4	$2.59M	Buy	5,500 +1,400	+34%	+$647K	﹤0.01%	1370
2023 Q3	$1.79M	Buy	+4,100	New	+$1.86M	﹤0.01%	1407
2022 Q3	–	Sell	-2,500	Closed	-$1.21M	–	2938
2022 Q2	$1.21M	Buy	+2,500	New	+$1.24M	﹤0.01%	1678
2021 Q3	–	Sell	-2,200	Closed	-$840K	–	2069
2021 Q2	$840K	Buy	+2,200	New	+$841K	﹤0.01%	1368
2019 Q3	–	Sell	-20,000	Closed	-$5.88M	–	1278
2019 Q2	$5.88M	Buy	+20,000	New	+$5.46M	0.04%	549
2017 Q2	–	Sell	-85,000	Closed	-$14.1M	–	1536
2017 Q1	$14.1M	Buy	+85,000	New	+$13.5M	0.07%	379

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Balyasny Asset Management's ELV Position: Q1 2026 in Review

Balyasny Asset Management increased its Elevance Health (ELV) stake by 1,346% in Q1 2026, buying an estimated $81.3M and bringing the position to 265,660 shares worth $77.8M. The position accounts for 0.1% of the portfolio, ranked #221.

Balyasny Asset Management first reported a position in ELV in Q4 2015 and has held it in 31 quarters since. The position peaked at $89.6M in Q2 2024. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Balyasny Asset Management held 265,660 shares of Elevance Health worth $77.8M as of Q1 2026.
Balyasny Asset Management bought 247,292 Elevance Health shares in Q1 2026, an estimated $81.3M.
Elevance Health made up 0.1% of Balyasny Asset Management's portfolio in Q1 2026, its #221 holding.
Balyasny Asset Management first reported a position in Elevance Health in Q4 2015 and has held it in 31 quarters since.
Balyasny Asset Management's Elevance Health position peaked at $89.6M in Q2 2024.
1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.