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Bayforest Capital’s Elevance Health ELV Stock Holding History

Bayforest Capital’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 		– Sell
-204
Closed -$59.7K – 1026
2026
Q1 		$59.7K Buy
+204
New +$67K 0.07% 515
2025
Q4 		– Sell
-1,527
Closed -$493K – 839
2025
Q3 		$493K Buy
1,527
+146
+11% +$45.4K 0.23% 147
2025
Q2 		$537K Buy
1,381
+1,025
+288% +$412K 0.23% 158
2025
Q1 		$155K Buy
+356
New +$143K 0.07% 434

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

Bayforest Capital's ELV Position: Q2 2026 in Review

Bayforest Capital sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 204 shares — an estimated $59.7K sold.

Bayforest Capital first reported a position in ELV in Q1 2025 and held it in 4 quarters. The position peaked at $537K in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Bayforest Capital reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Bayforest Capital sold 204 Elevance Health shares in Q2 2026, an estimated $59.7K.
  • Bayforest Capital first reported a position in Elevance Health in Q1 2025 and held it in 4 quarters.
  • Bayforest Capital's Elevance Health position peaked at $537K in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.