Baupost Group’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$373M Buy
1,275,154
+5,852
+0.5% +$1.92M 7.3% 5
2025
Q4
$445M Sell
1,269,302
-49,698
-4% -$16.8M 8.43% 4
2025
Q3
$426M Buy
1,319,000
+703,000
+114% +$219M 8.9% 3
2025
Q2
$240M Buy
616,000
+370,000
+150% +$149M 5.8% 10
2025
Q1
$107M Buy
+246,000
New +$98.8M 3.06% 12

Other funds holding ELV

Baupost Group's ELV Position: Q1 2026 in Review

Baupost Group increased its Elevance Health (ELV) stake by 0.46% in Q1 2026, buying an estimated $1.92M and bringing the position to 1,275,154 shares worth $373M. The position accounts for 7.3% of the portfolio, ranked #5.

Baupost Group first reported a position in ELV in Q1 2025 and has held it in 5 quarters since. The position peaked at $445M in Q4 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Baupost Group held 1,275,154 shares of Elevance Health worth $373M as of Q1 2026.
  • Baupost Group bought 5,852 Elevance Health shares in Q1 2026, an estimated $1.92M.
  • Elevance Health made up 7.3% of Baupost Group's portfolio in Q1 2026, its #5 holding.
  • Baupost Group first reported a position in Elevance Health in Q1 2025 and has held it in 5 quarters since.
  • Baupost Group's Elevance Health position peaked at $445M in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

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