Joel Greenblatt's ELV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 112,683 shares of Elevance Health, Inc. (ELV) worth $39.5 M, representing 0.14% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ELV, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2019, adding 63,826 shares. Largest reduction occurred in Q1 2016, reducing 78,913 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Elevance Health (ELV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Elevance Health (ELV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -4,724 | Reduce 4.02% | 112,683 | $350.55 |
| Q3 2025 | +58,077 | Add 97.89% | 117,407 | $323.12 |
| Q2 2025 | -11,406 | Reduce 16.12% | 59,330 | $388.96 |
| Q1 2025 | +17,050 | Add 31.76% | 70,736 | $434.96 |
| Q4 2024 | +27,033 | Add 101.43% | 53,686 | $368.90 |
| Q3 2024 | +14,840 | Add 125.62% | 26,653 | $520.00 |
| Q2 2024 | +8,023 | Add 211.69% | 11,813 | $541.86 |
| Q1 2024 | -6,724 | Reduce 63.95% | 3,790 | $518.54 |
| Q4 2023 | +415 | Add 4.11% | 10,514 | $471.56 |
| Q3 2023 | +2,551 | Add 33.80% | 10,099 | $435.42 |
| Q2 2023 | +1,039 | Add 15.96% | 7,548 | $444.29 |
| Q1 2023 | +303 | Add 4.88% | 6,509 | $459.81 |
| Q4 2022 | -14,429 | Reduce 69.92% | 6,206 | $512.97 |
| Q3 2022 | -2,002 | Reduce 8.84% | 20,635 | $454.23 |
| Q2 2022 | -3,054 | Reduce 11.89% | 22,637 | $482.57 |
| Q1 2022 | -2,594 | Reduce 9.17% | 25,691 | $491.22 |
| Q4 2021 | +9,058 | Add 47.11% | 28,285 | $463.53 |
| Q3 2021 | -685 | Reduce 3.44% | 19,227 | $372.81 |
| Q2 2021 | +7,633 | Add 62.16% | 19,912 | $381.78 |
| Q1 2021 | -8,773 | Reduce 41.67% | 12,279 | $358.99 |
| Q4 2020 | -16,651 | Reduce 44.16% | 21,052 | $321.11 |
| Q3 2020 | -12,719 | Reduce 25.23% | 37,703 | $268.60 |
| Q2 2020 | +41,873 | Add 489.80% | 50,422 | $262.98 |
| Q1 2020 | +933 | Add 12.25% | 8,549 | $227.04 |
| Q4 2019 | -66,264 | Reduce 89.69% | 7,616 | $302.00 |
| Q3 2019 | +63,826 | Add 634.83% | 73,880 | $240.11 |
| Q2 2019 | -5,891 | Reduce 36.95% | 10,054 | $282.18 |
| Q1 2019 | -1,859 | Reduce 10.44% | 15,945 | $286.99 |
| Q4 2018 | -45,795 | Reduce 72.01% | 17,804 | $262.64 |
| Q3 2018 | +46,051 | Add 262.43% | 63,599 | $274.05 |
| Q2 2018 | +12,885 | Add 276.32% | 17,548 | $238.03 |
| Q1 2018 | -31,620 | Reduce 87.15% | 4,663 | $219.60 |
| Q4 2017 | -1,530 | Reduce 4.05% | 36,283 | $225.01 |
| Q3 2017 | +1,308 | Add 3.58% | 37,813 | $189.88 |
| Q2 2017 | +3,107 | Add 9.30% | 36,505 | $188.14 |
| Q1 2017 | +4,990 | Add 17.57% | 33,398 | $165.37 |
| Q4 2016 | +9,104 | Add 47.16% | 28,408 | $143.76 |
| Q3 2016 | -15,465 | Reduce 44.48% | 19,304 | $125.31 |
| Q2 2016 | +34,769 | New Buy | 34,769 | $131.35 |
| Q1 2016 | -78,913 | Sold Out | 0 | $0.00 |
| Q4 2015 | -838 | Reduce 1.05% | 78,913 | $139.44 |
| Q3 2015 | +22,043 | Add 38.20% | 79,751 | $140.00 |
| Q2 2015 | +51,791 | Add 875.29% | 57,708 | $164.14 |
| Q1 2015 | -918 | Reduce 13.43% | 5,917 | $154.47 |
| Q4 2014 | +6,835 | New Buy | 6,835 | $125.68 |
Joel Greenblatt's Elevance Health Investment FAQs
Joel Greenblatt first purchased Elevance Health, Inc. (ELV) in Q4 2014, acquiring 6,835 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Elevance Health, Inc. (ELV) for 45 quarters since Q4 2014.
Joel Greenblatt's largest addition to Elevance Health, Inc. (ELV) was in Q3 2019, adding 73,880 shares worth $17.74 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 112,683 shares of Elevance Health, Inc. (ELV), valued at approximately $39.5 M.
As of the Q4 2025 filing, Elevance Health, Inc. (ELV) represents approximately 0.14% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Elevance Health, Inc. (ELV) was 117,407 shares, as reported at the end of Q3 2025.