Robert Goldfarb - Ruane, Cunniff & Goldfarb
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    50
Portfolio value:    $6,028,259,104
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 1,387,968 6.74 Reduce 2.43% 0.19 $274.84–383.00 · VW $319.40i $406,327,632 SEC
2025   Q4 1,422,506 7.79 Reduce 1.78% 0.14 $300.81–364.87 · VW $335.07i $498,659,478 SEC
2025   Q3 1,448,283 7.75 Add 32.18% 1.89 $273.71–400.53 · VW $314.62i $467,969,203 SEC
2025   Q2 1,095,655 7.31 Reduce 2.43% 0.22 $357.45–458.75 · VW $400.06i $426,165,969 SEC
2025   Q1 1,122,920 8.87 Reduce 1.84% 0.13 $364.62–438.57 · VW $403.19i $488,425,283 SEC
2024   Q4 1,143,953 7.16 Add 13.88% 0.87 $362.21–524.68 · VW $412.84i $422,004,262 SEC
2024   Q3 1,004,533 8.17 Reduce 1.91% 0.17 $494.17–567.26 · VW $533.47i $522,357,160 SEC
2024   Q2 1,024,071 8.65 Reduce 4.71% 0.41 $491.18–550.34 · VW $527.59i $554,903,112 SEC
2024   Q1 1,074,685 8.65 Reduce 4.19% 0.35 $449.02–521.18 · VW $494.66i $557,267,160 SEC
2023   Q4 1,121,643 8.45 Reduce 2.48% 0.21 $431.38–489.00 · VW $464.09i $528,921,973 SEC
2023   Q3 1,150,221 8.31 Add 9.69% 0.73 $412.00–480.96 · VW $450.65i $500,829,228 SEC
2023   Q2 1,048,648 7.35 Add 29.92% 1.69 $428.87–498.40 · VW $458.14i $465,903,820 SEC
2023   Q1 807,124 6.06 Reduce 2.35% 0.16 $440.31–511.97 · VW $476.42i $371,123,687 SEC
2022   Q4 826,523 6.62 Reduce 16.33% 1.09 $453.90–549.52 · VW $517.22i $423,981,503 SEC
2022   Q3 987,857 6.67 Reduce 2.58% 0.16 $440.02–512.99 · VW $475.75i $448,724,000 SEC
2022   Q2 1,013,987 6.38 Reduce 42.30% 3.60 $443.92–533.68 · VW $495.34i $489,330,000 SEC
2022   Q1 1,757,428 8.50 Reduce 0.71% 0.05 $420.73–505.95 · VW $460.14i $863,284,000 SEC
2021   Q4 1,770,040 7.01 Reduce 2.82% 0.17 $363.37–470.02 · VW $423.65i $820,484,000 SEC
2021   Q3 1,821,413 6.10 Reduce 1.22% 0.08 $355.43–402.23 · VW $379.68i $679,023,000 SEC
2021   Q2 1,844,001 6.24 Add 57.36% 2.27 $349.05–406.00 · VW $383.25i $704,040,000 SEC
2021   Q1 1,171,845 3.96 Buy 3.96 $286.04–379.13 · VW $322.19i $420,634,000 SEC
Price snapshot:
Current price$425.17
Avg. buy price$371.42
+/- since buy14.47%
52-week low$268.08
52-week high$427.64