Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
Holdings Activity Buys Sells    History
Holding/activity history for  Elevance Health, Inc. (ELV)
← All ELV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 334,315 1.31 Add 1.69% 0.02 $274.84–383.00 · VW $319.40i $97,870,716 SEC
2025   Q4 328,756 1.61 Reduce 1.68% 0.03 $300.81–364.87 · VW $335.07i $115,245,416 SEC
2025   Q3 334,373 1.49 Reduce 2.04% 0.04 $273.71–400.53 · VW $314.62i $108,042,604 SEC
2025   Q2 341,340 1.78 Reduce 0.33% <0.01 $357.45–458.75 · VW $400.06i $132,767,606 SEC
2025   Q1 342,468 1.96 Add 0.13% <0.01 $364.62–438.57 · VW $403.19i $148,959,881 SEC
2024   Q4 342,033 1.48 Reduce 0.32% <0.01 $362.21–524.68 · VW $412.84i $126,175,974 SEC
2024   Q3 343,138 1.83 Reduce 7.72% 0.15 $494.17–567.26 · VW $533.47i $178,431,760 SEC
2024   Q2 371,855 1.89 Reduce 0.74% 0.01 $491.18–550.34 · VW $527.59i $201,493,350 SEC
2024   Q1 374,620 1.75 Reduce 2.90% 0.05 $449.02–521.18 · VW $494.66i $194,255,455 SEC
2023   Q4 385,821 1.69 Reduce 0.40% <0.01 $431.38–489.00 · VW $464.09i $181,937,751 SEC
2023   Q3 387,382 1.66 Reduce 0.35% <0.01 $412.00–480.96 · VW $450.65i $168,673,870 SEC
2023   Q2 388,751 1.64 Add 0.41% <0.01 $428.87–498.40 · VW $458.14i $172,718,182 SEC
2023   Q1 387,171 1.76 Add 0.12% <0.01 $440.31–511.97 · VW $476.42i $178,025,098 SEC
2022   Q4 386,700 1.98 Add 0.30% <0.01 $453.90–549.52 · VW $517.22i $198,365,499 SEC
2022   Q3 385,532 1.91 Reduce 0.20% <0.01 $440.02–512.99 · VW $475.75i $175,124,000 SEC
2022   Q2 386,320 1.93 Reduce 0.07% <0.01 $443.92–533.68 · VW $495.34i $186,430,000 SEC
2022   Q1 386,577 1.69 Reduce 4.43% 0.07 $420.73–505.95 · VW $460.14i $189,894,000 SEC
2021   Q4 404,514 1.67 Add 0.55% <0.01 $363.37–470.02 · VW $423.65i $187,508,000 SEC
2021   Q3 402,308 1.44 Reduce 0.75% 0.01 $355.43–402.23 · VW $379.68i $149,980,000 SEC
2021   Q2 405,354 1.50 Reduce 0.32% <0.01 $349.05–406.00 · VW $383.25i $154,764,000 SEC
2021   Q1 406,639 1.53 Add 1.98% 0.03 $286.04–379.13 · VW $322.19i $145,963,000 SEC
2020   Q4 398,746 1.58 Reduce 0.26% <0.01 $264.44–338.20 · VW $302.14i $128,033,000 SEC
2020   Q3 399,794 1.59 Add 3.97% 0.06 $244.10–288.00 · VW $271.12i $107,381,000 SEC
2020   Q2 384,537 1.61 Reduce 2.61% 0.04 $199.17–301.66 · VW $267.92i $101,126,000 SEC
2020   Q1 394,824 1.49 Reduce 38.13% 0.93 $171.03–309.10 · VW $252.96i $89,641,000 SEC
2019   Q4 638,112 2.44 Reduce 13.79% 0.30 $234.69–307.38 · VW $278.57i $192,729,000 SEC
2019   Q3 740,224 2.18 Reduce 0.15% <0.01 $235.45–312.48 · VW $268.84i $177,728,000 SEC
2019   Q2 741,333 2.51 Reduce 0.63% 0.02 $227.16–294.86 · VW $269.41i $209,212,000 SEC
2019   Q1 746,024 2.65 Reduce 0.24% <0.01 $241.18–317.99 · VW $292.62i $214,094,000 SEC
2018   Q4 747,837 2.50 Reduce 8.71% 0.23 $246.57–300.57 · VW $274.90i $196,404,000 SEC
2018   Q3 819,152 2.69 Reduce 0.23% <0.01 $235.38–276.00 · VW $259.59i $224,489,000 SEC
2018   Q2 821,056 2.43 Reduce 0.68% 0.01 $217.49–246.82 · VW $231.87i $195,436,000 SEC
2018   Q1 826,673 1.87 Reduce 1.08% 0.02 $215.52–267.95 · VW $236.06i $181,620,000 SEC
2017   Q4 835,712 1.81 Reduce 18.27% 0.34 $182.31–236.39 · VW $217.58i $188,044,000 SEC
2017   Q3 1,022,503 1.88 Reduce 0.58% 0.01 $179.40–198.98 · VW $189.69i $194,153,000 SEC
2017   Q2 1,028,492 1.88 Reduce 0.57% <0.01 $163.87–194.94 · VW $182.27i $193,490,000 SEC
2017   Q1 1,034,437 1.60 Reduce 0.36% <0.01 $140.50–170.79 · VW $159.19i $171,075,000 SEC
2016   Q4 1,038,140 1.35 Reduce 1.62% 0.02 $114.85–148.26 · VW $132.89i $149,253,000 SEC
2016   Q3 1,055,235 1.15 Reduce 0.09% <0.01 $122.52–143.18 · VW $129.19i $132,231,000 SEC
2016   Q2 1,056,204 1.15 Add 0.08% <0.01 $122.91–148.00 · VW $134.85i $138,722,000 SEC
2016   Q1 1,055,389 1.14 Add 0.10% <0.01 $115.63–144.69 · VW $132.46i $146,688,000 SEC
2015   Q4 1,054,313 1.11 Reduce 2.46% 0.02 $126.25–149.87 · VW $137.27i $147,013,000 SEC
2015   Q3 1,080,860 0.99 Reduce 2.01% 0.02 $134.62–165.93 · VW $147.89i $151,320,000 SEC
2015   Q2 1,103,020 0.97 Reduce 58.40% 1.10 $148.29–173.59 · VW $161.56i $181,050,000 SEC
2015   Q1 2,651,660 1.89 Reduce 15.03% 0.25 $122.86–160.64 · VW $143.04i $409,443,000 SEC
2014   Q4 3,120,524 1.64 Buy 1.64 $108.92–129.96 · VW $123.63i $392,156,000 SEC
Price snapshot:
Current price$425.17
Avg. buy price$143.02
+/- since buy197.27%
52-week low$268.08
52-week high$427.64