Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
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 220,176 0.21 Add 1.78% <0.01 $274.84–383.00 · VW $319.40i $64,456,524 SEC
2025   Q4 216,322 0.23 Reduce 0.18% <0.01 $300.81–364.87 · VW $335.07i $75,831,677 SEC
2025   Q3 216,709 0.23 Reduce 0.26% <0.01 $273.71–400.53 · VW $314.62i $70,023,012 SEC
2025   Q2 217,276 0.27 Add 8.11% 0.02 $357.45–458.75 · VW $400.06i $84,511,673 SEC
2025   Q1 200,980 0.31 Add 3.60% 0.01 $364.62–438.57 · VW $403.19i $87,418,261 SEC
2024   Q4 193,997 0.24 Add 0.85% <0.01 $362.21–524.68 · VW $412.84i $71,565,493 SEC
2024   Q3 192,368 0.32 Add 0.06% <0.01 $494.17–567.26 · VW $533.47i $100,031,360 SEC
2024   Q2 192,255 0.37 Reduce 0.50% <0.01 $491.18–550.34 · VW $527.59i $104,175,294 SEC
2024   Q1 193,219 0.34 Reduce 0.17% <0.01 $449.02–521.18 · VW $494.66i $100,191,780 SEC
2023   Q4 193,550 0.34 Add 0.37% <0.01 $431.38–489.00 · VW $464.09i $91,270,438 SEC
2023   Q3 192,828 0.36 $435.42 $83,961,168 SEC
2023   Q2 192,828 0.37 Add 0.50% <0.01 $428.87–498.40 · VW $458.14i $85,671,552 SEC
2023   Q1 191,863 0.38 Add 0.09% <0.01 $440.31–511.97 · VW $476.42i $88,220,526 SEC
2022   Q4 191,700 0.43 Reduce 0.15% <0.01 $453.90–549.52 · VW $517.22i $98,336,349 SEC
2022   Q3 191,992 0.43 Reduce 0.20% <0.01 $440.02–512.99 · VW $475.75i $87,210,000 SEC
2022   Q2 192,372 0.42 Add 0.85% <0.01 $443.92–533.68 · VW $495.34i $92,835,000 SEC
2022   Q1 190,746 0.35 Add 0.14% <0.01 $420.73–505.95 · VW $460.14i $93,698,000 SEC
2021   Q4 190,486 0.33 Reduce 0.76% <0.01 $363.37–470.02 · VW $423.65i $88,298,000 SEC
2021   Q3 191,940 0.28 Buy 0.28 $355.43–402.23 · VW $379.68i $71,555,000 SEC
2020   Q1 0 0.00 Sell 100.00% <0.01 $171.03–309.10 · VW $252.96i SEC
2019   Q4 2,438 <0.01 $301.89 $736,000 SEC
2019   Q3 2,438 <0.01 Add 1.29% $235.45–312.48 · VW $268.84i $585,000 SEC
2019   Q2 2,407 <0.01 Reduce 14.95% <0.01 $227.16–294.86 · VW $269.41i $679,000 SEC
2019   Q1 2,830 <0.01 Buy <0.01 $241.18–317.99 · VW $292.62i $812,000 SEC
Price snapshot:
Current price$425.17
Avg. buy price$376.23
+/- since buy13.01%
52-week low$268.08
52-week high$427.64