ELEVANCE HEALTH INC · CUSIP 036752103 · CIK 884414
As of 2026-06-30, JACOBS LEVY EQUITY MANAGEMENT, INC reported 62.12K ELV (shares), valued at $24.02M, or 0.09% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 29.95%; reported value decreased 7.46%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.09% | 62,115 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 0.11% | 88,672 | SEC filing ↗Filed May 15, 2026Combination report |
| Q4 2025 | 0.14% | 102,699 | SEC filing ↗Filed Feb 13, 2026Combination report |
| Q3 2025 | 0.12% | 92,100 | SEC filing ↗Filed Nov 17, 2025Combination report |
| Q2 2025 | 0.28% | 186,090 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 0.68% | 393,669 | SEC filing ↗Filed May 15, 2025Combination report |
| Q4 2024 | 0.86% | 658,658 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 1.12% | 556,352 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 0.90% | 400,904 | SEC filing ↗Filed Aug 14, 2024Combination report |
| Q1 2024 | 0.86% | 371,992 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 0.59% | 250,306 | SEC filing ↗Filed Feb 14, 2024Combination report |
| Q3 2023 | 0.39% | 149,600 | SEC filing ↗Filed Nov 17, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.39% | 149,600 | $65.14M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 17, 2023 |
| Q4 2023 | 0.59% | 250,306 | $118.03M | Shares increased 67.32%; reported value increased 81.20%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 0.86% | 371,992 | $192.89M | Shares increased 48.61%; reported value increased 63.42%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 0.90% | 400,904 | $217.23M | Shares increased 7.77%; reported value increased 12.62%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.12% | 556,352 | $289.30M | Shares increased 38.77%; reported value increased 33.18%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.86% | 658,658 | $242.98M | Shares increased 18.39%; reported value decreased 16.01%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.68% | 393,669 | $171.23M | Shares decreased 40.23%; reported value decreased 29.53%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 0.28% | 186,090 | $72.38M | Shares decreased 52.73%; reported value decreased 57.73%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.12% | 92,100 | $29.76M | Shares decreased 50.51%; reported value decreased 58.89%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 17, 2025 |
| Q4 2025 | 0.14% | 102,699 | $36.00M | Shares increased 11.51%; reported value increased 20.97%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.11% | 88,672 | $25.96M | Shares decreased 13.66%; reported value decreased 27.89%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.09% | 62,115 | $24.02M | Shares decreased 29.95%; reported value decreased 7.46%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.