C.T. Fitzpatrick - Vulcan Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
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 296,771 2.30 Reduce 23.16% 0.58 $292.75 $86,879,710 SEC
2025   Q4 386,214 2.49 Reduce 7.87% 0.19 $350.64 $135,424,000 SEC
2025   Q3 419,195 2.46 Add 42.71% 0.74 $323.73 $135,706,495 SEC
2025   Q2 293,731 2.18 Reduce 22.47% 0.69 $421.57 $123,827,013 SEC
2025   Q1 378,874 3.09 Reduce 3.81% 0.09 $434.80 $164,734,177 SEC
2024   Q4 393,892 2.43 Add 41.04% 0.71 $368.71 $145,233,542 SEC
2024   Q3 279,285 2.43 Reduce 19.03% 0.54 $520.00 $145,228,200 SEC
2024   Q2 344,938 2.85 Reduce 11.50% 0.34 $541.39 $186,745,000 SEC
2024   Q1 389,740 2.93 Add 1.38% 0.04 $518.39 $202,037,000 SEC
2023   Q4 384,417 2.66 Reduce 14.48% 0.43 $471.96 $181,430,000 SEC
2023   Q3 449,530 2.98 Reduce 17.79% 0.54 $435.66 $195,841,000 SEC
2023   Q2 546,818 3.05 Add 34.68% 0.79 $444.30 $242,950,000 SEC
2023   Q1 406,001 2.37 Add 29.47% 0.54 $460.91 $187,131,000 SEC
2022   Q4 313,598 2.16 Reduce 19.81% 0.41 $512.20 $160,626,000 SEC
2022   Q3 391,053 2.08 Buy 2.08 $454.24 $177,632,000 SEC
2021   Q4 0 0.00 Sell 100.00% 2.34 SEC
2021   Q3 1,168,878 2.34 Reduce 0.99% 0.02 $372.80 $435,757,000 SEC
2021   Q2 1,180,580 2.44 Reduce 9.17% 0.25 $381.80 $450,746,000 SEC
2021   Q1 1,299,779 2.76 Reduce 28.48% 1.07 $358.95 $466,556,000 SEC
2020   Q4 1,817,307 3.77 Reduce 0.83% 0.03 $321.09 $583,519,000 SEC
2020   Q3 1,832,485 3.83 Add 0.33% 0.01 $268.59 $492,187,000 SEC
2020   Q2 1,826,490 3.78 Add 5.59% 0.20 $262.98 $480,330,000 SEC
2020   Q1 1,729,827 4.07 Reduce 7.26% 0.32 $227.04 $392,740,000 SEC
2019   Q4 1,865,275 4.35 Add 5.74% 0.24 $302.03 $563,369,000 SEC
2019   Q3 1,764,073 3.58 Add 50.26% 1.20 $240.10 $423,554,000 SEC
2019   Q2 1,174,036 2.95 Add 2,134,510.91% 2.95 $282.21 $331,325,000 SEC
2019   Q1 55 <0.01 Reduce 3.51% $290.91 $16,000 SEC
2018   Q4 57 <0.01 Reduce 75.64% <0.01 $263.16 $15,000 SEC
2018   Q3 234 <0.01 Reduce 99.96% 1.21 $273.50 $64,000 SEC
2018   Q2 636,193 1.21 Reduce 51.20% 1.19 $238.03 $151,433,000 SEC
2018   Q1 1,303,661 2.32 Reduce 1.78% 0.04 $219.70 $286,414,000 SEC
2017   Q4 1,327,283 2.48 Add 52.14% 0.85 $225.01 $298,652,000 SEC
2017   Q3 872,391 1.46 Reduce 48.37% 1.41 $189.88 $165,649,000 SEC
2017   Q2 1,689,616 2.91 Reduce 2.38% 0.06 $188.13 $317,867,000 SEC
2017   Q1 1,730,750 2.54 Reduce 43.26% 1.75 $165.38 $286,231,000 SEC
2016   Q4 3,050,319 4.04 Reduce 3.53% 0.13 $143.77 $438,544,000 SEC
2016   Q3 3,162,047 3.69 Add 22.07% 0.67 $125.31 $396,236,000 SEC
2016   Q2 2,590,276 3.51 Add 0.14% <0.01 $131.34 $340,207,000 SEC
2016   Q1 2,586,585 3.35 Add 1.61% 0.05 $138.99 $359,509,000 SEC
2015   Q4 2,545,577 3.25 Add 67.90% 1.31 $139.44 $354,956,000 SEC
2015   Q3 1,516,171 2.06 Add 101.31% 1.04 $140.00 $212,264,000 SEC
2015   Q2 753,137 1.17 Add 46.18% 0.37 $164.14 $123,620,000 SEC
2015   Q1 515,203 0.80 Reduce 57.43% 1.00 $154.41 $79,553,000 SEC
2014   Q4 1,210,332 1.74 Buy 1.74 $125.67 $152,103,000 SEC