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Barden Capital Management’s Elevance Health ELV Stock Holding History

Barden Capital 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 		$622K Sell
1,609
-607
-27% -$225K 0.57% 48
2026
Q1 		$649K Buy
2,216
+226
+11% +$74.3K 0.55% 52
2025
Q4 		$698K Buy
1,990
+34
+2% +$11.5K 0.57% 51
2025
Q3 		$632K Sell
1,956
-224
-10% -$69.7K 0.53% 54
2025
Q2 		$848K Sell
2,180
-47
-2% -$18.9K 0.74% 47
2025
Q1 		$969K Buy
2,227
+91
+4% +$36.5K 0.86% 47
2024
Q4 		$788K Sell
2,136
-2,115
-50% -$885K 0.68% 52
2024
Q3 		$2.21M Buy
4,251
+98
+2% +$52.4K 1.94% 17
2024
Q2 		$2.25M Buy
4,153
+25
+0.6% +$13.2K 2.12% 16
2024
Q1 		$2.14M Sell
4,128
-5,774
-58% -$2.87M 2.07% 16
2023
Q4 		$4.36M Buy
9,902
+5,658
+133% +$2.62M 3.55% 5
2023
Q3 		$1.85M Buy
4,244
+355
+9% +$161K 1.8% 17
2023
Q2 		$1.73M Sell
3,889
-299
-7% -$138K 1.9% 13
2023
Q1 		$1.93M Sell
4,188
-74
-2% -$35.2K 1.84% 18
2022
Q4 		$2.18M Buy
4,262
+274
+7% +$139K 2.23% 10
2022
Q3 		$1.81M Buy
3,988
+59
+2% +$28.2K 2.11% 11
2022
Q2 		$1.9M Sell
3,929
-390
-9% -$193K 2.06% 14
2022
Q1 		$2.12M Sell
4,319
-327
-7% -$149K 2.08% 12
2021
Q4 		$2.15M Buy
+4,646
New +$1.95M 2.05% 14

Other funds holding ELV

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Barden Capital Management's ELV Position: Q2 2026 in Review

Barden Capital Management reduced its Elevance Health (ELV) stake by 27% in Q2 2026, selling an estimated $225K and leaving 1,609 shares worth $622K. The position accounts for 0.57% of the portfolio, ranked #48.

Barden Capital Management first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.36M in Q4 2023. 849 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Barden Capital Management held 1,609 shares of Elevance Health worth $622K as of Q2 2026.
  • Barden Capital Management sold 607 Elevance Health shares in Q2 2026, an estimated $225K.
  • Elevance Health made up 0.57% of Barden Capital Management's portfolio in Q2 2026, its #48 holding.
  • Barden Capital Management first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • Barden Capital Management's Elevance Health position peaked at $4.36M in Q4 2023.
  • 849 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.