Seth Klarman’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
Q2
$493M Hold
1,275,154
9.11% 2
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

Seth Klarman's ELV Position: Q2 2026 in Review

Seth Klarman held its Elevance Health (ELV) position steady in Q2 2026 at 1,275,154 shares worth $493M. The position accounts for 9.11% of the portfolio, ranked #2.

Seth Klarman first reported a position in ELV in Q1 2025 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Seth Klarman held 1,275,154 shares of Elevance Health worth $493M as of Q2 2026.
  • Seth Klarman left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 9.11% of Seth Klarman's portfolio in Q2 2026, its #2 holding.
  • Seth Klarman first reported a position in Elevance Health in Q1 2025 and has held it in 6 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Baupost Group's 13F filing for Q2 2026, filed 13 Aug 2026.