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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 220,176 0.21 Add 1.78% <0.01 $292.75 $64,456,524 SEC
2025   Q4 216,322 0.23 Reduce 0.18% <0.01 $350.55 $75,831,677 SEC
2025   Q3 216,709 0.23 Reduce 0.26% <0.01 $323.12 $70,023,012 SEC
2025   Q2 217,276 0.27 Add 8.11% 0.02 $388.96 $84,511,673 SEC
2025   Q1 200,980 0.31 Add 3.60% 0.01 $434.96 $87,418,261 SEC
2024   Q4 193,997 0.24 Add 0.85% <0.01 $368.90 $71,565,493 SEC
2024   Q3 192,368 0.32 Add 0.06% <0.01 $520.00 $100,031,360 SEC
2024   Q2 192,255 0.37 Reduce 0.50% <0.01 $541.86 $104,175,294 SEC
2024   Q1 193,219 0.34 Reduce 0.17% <0.01 $518.54 $100,191,780 SEC
2023   Q4 193,550 0.34 Add 0.37% <0.01 $471.56 $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 $444.29 $85,671,552 SEC
2023   Q1 191,863 0.38 Add 0.09% <0.01 $459.81 $88,220,526 SEC
2022   Q4 191,700 0.43 Reduce 0.15% <0.01 $512.97 $98,336,349 SEC
2022   Q3 191,992 0.43 Reduce 0.20% <0.01 $454.24 $87,210,000 SEC
2022   Q2 192,372 0.42 Add 0.85% <0.01 $482.58 $92,835,000 SEC
2022   Q1 190,746 0.35 Add 0.14% <0.01 $491.22 $93,698,000 SEC
2021   Q4 190,486 0.33 Reduce 0.76% <0.01 $463.54 $88,298,000 SEC
2021   Q3 191,940 0.28 Buy 0.28 $372.80 $71,555,000 SEC
2020   Q1 0 0.00 Sell 100.00% <0.01 SEC
2019   Q4 2,438 <0.01 $301.89 $736,000 SEC
2019   Q3 2,438 <0.01 Add 1.29% $239.95 $585,000 SEC
2019   Q2 2,407 <0.01 Reduce 14.95% <0.01 $282.09 $679,000 SEC
2019   Q1 2,830 <0.01 Buy <0.01 $286.93 $812,000 SEC