Bank Julius Baer & Co
ELV icon

Bank Julius Baer & Co’s Elevance Health ELV Stock Holding History

Bank Julius Baer & Co’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 		$11.6K Sell
30
-393
-93% -$146K ﹤0.01% 632
2026
Q1 		$124K Sell
423
-149,681
-100% -$49.2M ﹤0.01% 534
2025
Q4 		$52.5M Sell
150,104
-1,188
-0.8% -$401K 0.14% 111
2025
Q3 		$48.9M Sell
151,292
-432
-0.3% -$134K 0.14% 110
2025
Q2 		$59M Buy
151,724
+9,942
+7% +$4M 0.18% 103
2025
Q1 		$61.5M Buy
141,782
+9,817
+7% +$3.94M 0.2% 100
2024
Q4 		$51.9M Buy
131,965
+8,333
+7% +$3.49M 0.16% 106
2024
Q3 		$71.6M Sell
123,632
-1,654
-1% -$884K 0.24% 79
2024
Q2 		$72.8M Sell
125,286
-5,707
-4% -$3.02M 0.28% 74
2024
Q1 		$68M Buy
130,993
+1,300
+1% +$647K 0.26% 83
2023
Q4 		$61.2M Buy
129,693
+43,102
+50% +$19.9M 0.26% 86
2023
Q3 		$37.7M Buy
86,591
+3,115
+4% +$1.41M 0.22% 87
2023
Q2 		$37.1M Sell
83,476
-2,051
-2% -$946K 0.22% 89
2023
Q1 		$39.3M Buy
85,527
+1,309
+2% +$623K 0.25% 91
2022
Q4 		$43.2M Buy
84,218
+1,668
+2% +$847K 0.3% 79
2022
Q3 		$37.5M Sell
82,550
-100
-0.1% -$47.8K 0.28% 79
2022
Q2 		$39.9M Buy
82,650
+6,075
+8% +$3.01M 0.28% 73
2022
Q1 		$37.6M Buy
76,575
+2,231
+3% +$1.02M 0.23% 78
2021
Q4 		$34.5M Sell
74,344
-1,087
-1% -$457K 0.18% 92
2021
Q3 		$28.1M Buy
75,431
+1,848
+3% +$702K 0.17% 98
2021
Q2 		$28.1M Buy
73,583
+4,004
+6% +$1.53M 0.18% 102
2021
Q1 		$25M Buy
69,579
+461
+0.7% +$148K 0.19% 101
2020
Q4 		$22.2M Buy
69,118
+68,388
+9,368% +$21M 0.18% 95
2020
Q3 		$196K Sell
730
-1,320
-64% -$355K ﹤0.01% 515
2020
Q2 		$539K Sell
2,050
-303
-13% -$80.8K 0.01% 353
2020
Q1 		$534K Buy
+2,353
New +$641K 0.01% 306

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank Julius Baer & Co's ELV Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Elevance Health (ELV) stake by 93% in Q2 2026, selling an estimated $146K and leaving 30 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Bank Julius Baer & Co first reported a position in ELV in Q1 2020 and has held it in 26 quarters since. The position peaked at $72.8M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Bank Julius Baer & Co held 30 shares of Elevance Health worth $11.6K as of Q2 2026.
  • Bank Julius Baer & Co sold 393 Elevance Health shares in Q2 2026, an estimated $146K.
  • Elevance Health made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #632 holding.
  • Bank Julius Baer & Co first reported a position in Elevance Health in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's Elevance Health position peaked at $72.8M in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.