RP
ELV icon

Richard Pzena’s Elevance Health ELV Stock Holding History

Richard Pzena’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86.8M Buy
224,575
+4,399
+2% +$1.63M 0.25% 63
2026
Q1 		$64.5M Buy
220,176
+3,854
+2% +$1.27M 0.21% 73
2025
Q4 		$75.8M Sell
216,322
-387
-0.2% -$131K 0.23% 62
2025
Q3 		$70M Sell
216,709
-567
-0.3% -$176K 0.23% 67
2025
Q2 		$84.5M Buy
217,276
+16,296
+8% +$6.55M 0.27% 55
2025
Q1 		$87.4M Buy
200,980
+6,983
+4% +$2.8M 0.31% 50
2024
Q4 		$71.6M Buy
193,997
+1,629
+0.8% +$682K 0.24% 58
2024
Q3 		$100M Buy
192,368
+113
+0.1% +$60.4K 0.32% 50
2024
Q2 		$104M Sell
192,255
-964
-0.5% -$510K 0.37% 46
2024
Q1 		$100M Sell
193,219
-331
-0.2% -$165K 0.34% 54
2023
Q4 		$91.3M Buy
193,550
+722
+0.4% +$334K 0.34% 53
2023
Q3 		$84M Hold
192,828
– – 0.36% 57
2023
Q2 		$85.7M Buy
192,828
+965
+0.5% +$445K 0.37% 57
2023
Q1 		$88.2M Buy
191,863
+163
+0.1% +$77.6K 0.38% 55
2022
Q4 		$98.3M Sell
191,700
-292
-0.2% -$148K 0.44% 51
2022
Q3 		$87.2M Sell
191,992
-380
-0.2% -$182K 0.43% 52
2022
Q2 		$92.8M Buy
192,372
+1,626
+0.9% +$804K 0.42% 54
2022
Q1 		$93.7M Buy
190,746
+260
+0.1% +$119K 0.35% 58
2021
Q4 		$88.3M Sell
190,486
-1,454
-0.8% -$612K 0.33% 59
2021
Q3 		$71.6M Buy
+191,940
New +$72.9M 0.28% 64
2020
Q1 		– Sell
-2,438
Closed -$736K – 173
2019
Q4 		$736K Hold
2,438
– – ﹤0.01% 162
2019
Q3 		$585K Buy
2,438
+31
+1% +$8.49K ﹤0.01% 161
2019
Q2 		$679K Sell
2,407
-423
-15% -$116K ﹤0.01% 155
2019
Q1 		$812K Buy
+2,830
New +$818K ﹤0.01% 151

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Richard Pzena's ELV Position: Q2 2026 in Review

Richard Pzena increased its Elevance Health (ELV) stake by 2% in Q2 2026, buying an estimated $1.63M and bringing the position to 224,575 shares worth $86.8M. The position accounts for 0.25% of the portfolio, ranked #63.

Richard Pzena first reported a position in ELV in Q1 2019 and has held it in 24 quarters since. The position peaked at $104M in Q2 2024. 1,596 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Richard Pzena held 224,575 shares of Elevance Health worth $86.8M as of Q2 2026.
  • Richard Pzena bought 4,399 Elevance Health shares in Q2 2026, an estimated $1.63M.
  • Elevance Health made up 0.25% of Richard Pzena's portfolio in Q2 2026, its #63 holding.
  • Richard Pzena first reported a position in Elevance Health in Q1 2019 and has held it in 24 quarters since.
  • Richard Pzena's Elevance Health position peaked at $104M in Q2 2024.
  • 1,596 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.