Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2023   Q3 0 0.00 Sell 100.00% 0.01 $412.00–480.96 · VW $450.65i SEC
2023   Q2 1,915 0.01 $444.29 $850,815 SEC
2023   Q1 1,915 0.01 $459.81 $880,536 SEC
2022   Q4 1,915 0.02 $512.97 $982,338 SEC
2022   Q3 1,915 0.01 $454.31 $870,000 SEC
2022   Q2 1,915 0.01 $482.51 $924,000 SEC
2022   Q1 1,915 0.01 $491.38 $941,000 SEC
2021   Q4 1,915 0.01 $463.71 $888,000 SEC
2021   Q3 1,915 0.01 $372.85 $714,000 SEC
2021   Q2 1,915 0.01 $381.72 $731,000 SEC
2021   Q1 1,915 0.01 $358.75 $687,000 SEC
2020   Q4 1,915 0.01 Reduce 25.78% <0.01 $264.44–338.20 · VW $302.14i $615,000 SEC
2020   Q3 2,580 <0.01 $268.60 $693,000 SEC
2020   Q2 2,580 <0.01 Add 16.22% <0.01 $199.17–301.66 · VW $267.92i $678,000 SEC
2020   Q1 2,220 <0.01 Add 85.00% <0.01 $171.03–309.10 · VW $252.96i $504,000 SEC
2019   Q4 1,200 <0.01 $301.67 $362,000 SEC
2019   Q3 1,200 <0.01 $240.00 $288,000 SEC
2019   Q2 1,200 <0.01 Reduce 78.08% <0.01 $227.16–294.86 · VW $269.41i $339,000 SEC
2019   Q1 5,475 0.01 Reduce 25.51% <0.01 $241.18–317.99 · VW $292.62i $1,571,000 SEC
2018   Q4 7,350 0.02 $262.59 $1,930,000 SEC
2018   Q3 7,350 0.01 $274.01 $2,014,000 SEC
2018   Q2 7,350 0.01 $238.10 $1,750,000 SEC
2018   Q1 7,350 0.01 $219.73 $1,615,000 SEC
2017   Q4 7,350 0.01 Reduce 33.48% <0.01 $182.31–236.39 · VW $217.58i $1,654,000 SEC
2017   Q3 11,050 0.02 Reduce 13.33% <0.01 $179.40–198.98 · VW $189.69i $2,098,000 SEC
2017   Q2 12,750 0.02 Reduce 12.67% <0.01 $163.87–194.94 · VW $182.27i $2,399,000 SEC
2017   Q1 14,600 0.02 Reduce 61.27% 0.03 $140.50–170.79 · VW $159.19i $2,415,000 SEC
2016   Q4 37,700 0.05 Add 16.18% <0.01 $114.85–148.26 · VW $132.89i $5,420,000 SEC
2016   Q3 32,450 0.04 Reduce 21.52% 0.01 $122.52–143.18 · VW $129.19i $4,066,000 SEC
2016   Q2 41,350 0.05 Reduce 17.22% 0.01 $122.91–148.00 · VW $134.85i $5,431,000 SEC
2016   Q1 49,950 0.07 Add 20.19% 0.01 $115.63–144.69 · VW $132.46i $6,943,000 SEC
2015   Q4 41,560 0.05 Buy 0.05 $126.25–149.87 · VW $137.27i $5,795,000 SEC
Price snapshot:
Current price$425.17
52-week low$268.08
52-week high$427.64