Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
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 334,315 1.31 Add 1.69% 0.02 $292.75 $97,870,716 SEC
2025   Q4 328,756 1.61 Reduce 1.68% 0.03 $350.55 $115,245,416 SEC
2025   Q3 334,373 1.49 Reduce 2.04% 0.04 $323.12 $108,042,604 SEC
2025   Q2 341,340 1.78 Reduce 0.33% <0.01 $388.96 $132,767,606 SEC
2025   Q1 342,468 1.96 Add 0.13% <0.01 $434.96 $148,959,881 SEC
2024   Q4 342,033 1.48 Reduce 0.32% <0.01 $368.90 $126,175,974 SEC
2024   Q3 343,138 1.83 Reduce 7.72% 0.15 $520.00 $178,431,760 SEC
2024   Q2 371,855 1.89 Reduce 0.74% 0.01 $541.86 $201,493,350 SEC
2024   Q1 374,620 1.75 Reduce 2.90% 0.05 $518.54 $194,255,455 SEC
2023   Q4 385,821 1.69 Reduce 0.40% <0.01 $471.56 $181,937,751 SEC
2023   Q3 387,382 1.66 Reduce 0.35% <0.01 $435.42 $168,673,870 SEC
2023   Q2 388,751 1.64 Add 0.41% <0.01 $444.29 $172,718,182 SEC
2023   Q1 387,171 1.76 Add 0.12% <0.01 $459.81 $178,025,098 SEC
2022   Q4 386,700 1.98 Add 0.30% <0.01 $512.97 $198,365,499 SEC
2022   Q3 385,532 1.91 Reduce 0.20% <0.01 $454.24 $175,124,000 SEC
2022   Q2 386,320 1.93 Reduce 0.07% <0.01 $482.58 $186,430,000 SEC
2022   Q1 386,577 1.69 Reduce 4.43% 0.07 $491.22 $189,894,000 SEC
2021   Q4 404,514 1.67 Add 0.55% <0.01 $463.54 $187,508,000 SEC
2021   Q3 402,308 1.44 Reduce 0.75% 0.01 $372.80 $149,980,000 SEC
2021   Q2 405,354 1.50 Reduce 0.32% <0.01 $381.80 $154,764,000 SEC
2021   Q1 406,639 1.53 Add 1.98% 0.03 $358.95 $145,963,000 SEC
2020   Q4 398,746 1.58 Reduce 0.26% <0.01 $321.09 $128,033,000 SEC
2020   Q3 399,794 1.59 Add 3.97% 0.06 $268.59 $107,381,000 SEC
2020   Q2 384,537 1.61 Reduce 2.61% 0.04 $262.98 $101,126,000 SEC
2020   Q1 394,824 1.49 Reduce 38.13% 0.93 $227.04 $89,641,000 SEC
2019   Q4 638,112 2.44 Reduce 13.79% 0.30 $302.03 $192,729,000 SEC
2019   Q3 740,224 2.18 Reduce 0.15% <0.01 $240.10 $177,728,000 SEC
2019   Q2 741,333 2.51 Reduce 0.63% 0.02 $282.21 $209,212,000 SEC
2019   Q1 746,024 2.65 Reduce 0.24% <0.01 $286.98 $214,094,000 SEC
2018   Q4 747,837 2.50 Reduce 8.71% 0.23 $262.63 $196,404,000 SEC
2018   Q3 819,152 2.69 Reduce 0.23% <0.01 $274.05 $224,489,000 SEC
2018   Q2 821,056 2.43 Reduce 0.68% 0.01 $238.03 $195,436,000 SEC
2018   Q1 826,673 1.87 Reduce 1.08% 0.02 $219.70 $181,620,000 SEC
2017   Q4 835,712 1.81 Reduce 18.27% 0.34 $225.01 $188,044,000 SEC
2017   Q3 1,022,503 1.88 Reduce 0.58% 0.01 $189.88 $194,153,000 SEC
2017   Q2 1,028,492 1.88 Reduce 0.57% <0.01 $188.13 $193,490,000 SEC
2017   Q1 1,034,437 1.60 Reduce 0.36% <0.01 $165.38 $171,075,000 SEC
2016   Q4 1,038,140 1.35 Reduce 1.62% 0.02 $143.77 $149,253,000 SEC
2016   Q3 1,055,235 1.15 Reduce 0.09% <0.01 $125.31 $132,231,000 SEC
2016   Q2 1,056,204 1.15 Add 0.08% <0.01 $131.34 $138,722,000 SEC
2016   Q1 1,055,389 1.14 Add 0.10% <0.01 $138.99 $146,688,000 SEC
2015   Q4 1,054,313 1.11 Reduce 2.46% 0.02 $139.44 $147,013,000 SEC
2015   Q3 1,080,860 0.99 Reduce 2.01% 0.02 $140.00 $151,320,000 SEC
2015   Q2 1,103,020 0.97 Reduce 58.40% 1.10 $164.14 $181,050,000 SEC
2015   Q1 2,651,660 1.89 Reduce 15.03% 0.25 $154.41 $409,443,000 SEC
2014   Q4 3,120,524 1.64 Buy 1.64 $125.67 $392,156,000 SEC