Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership2,093 shares
Latest Disclosed Value $ 612,572
Arkadios Wealth Advisors reports 5.08% decrease in ownership of ELV / Elevance Health, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 2,093 shares of Elevance Health, Inc. (AT:ELV) valued at $612,572 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,205 shares of Elevance Health, Inc.. This represents a change in shares of -5.08% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 2,093 -112 -5.08 613 -20.83 0.0065
2026-02-13 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 2,205 -77 -3.37 773 4.88 0.0150
2025-10-29 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 2,282 -739 -24.46 737 -37.22 0.0177
2025-08-04 2025-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 3,021 1,089 56.37 1,175 39.76 0.0346
2025-05-08 2025-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,932 825 74.53 840 105.88 0.0317
2025-01-15 2024-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,107 114 11.48 408 -20.93 0.0223
2024-10-24 2024-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 993 125 14.40 516 9.79 0.0292
2024-07-29 2024-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 868 181 26.35 471 32.02 0.0317
2024-04-30 2024-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 687 10 1.48 356 11.60 0.0276
2024-01-24 2023-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 677 39 6.11 319 14.75 0.0270
2023-10-13 2023-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 638 7 1.11 278 -0.71 0.0264
2023-07-26 2023-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 631 -188 -22.95 280 -25.53 0.0326
2023-05-02 2023-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 819 -439 -34.90 377 -41.71 0.0449
2023-01-11 2022-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,258 125 11.03 645 0.0855
2022-10-21 2022-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,133 667 143.13 1 0.0781
2022-07-14 2022-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 466 40 9.39 0 0.0335
2022-05-02 2022-03-31 13F ANTHEM INC COM Stock 036752103 426 -22 -4.91 0 0.0274
2022-02-03 2021-12-31 13F ANTHEM INC COM Stock 036752103 448 9 2.05 0 0.0275
2021-10-19 2021-09-30 13F ANTHEM INC COM Stock 036752103 439 9 2.09 0 0.0235
2021-07-28 2021-06-30 13F ANTHEM INC COM Stock 036752103 430 124 40.52 0 0.0200
2021-04-26 2021-03-31 13F ANTHEM INC COM Stock 036752103 306 0 0.00 0 0.0180
2021-02-09 2020-12-31 13F ANTHEM INC COM Stock 036752103 306 -1 -0.33 0 -100.00 0.0206
2020-11-10 2020-09-30 13F ANTHEM INC COM Common Stock 036752103 307 -3 -0.97 91 12.35 0.0457
2020-08-10 2020-06-30 13F ANTHEM INC COM Common Stock 036752103 310 -4 -1.27 82 14.08 0.0453
2020-05-14 2020-03-31 13F ANTHEM INC COM Common Stock 036752103 314 2 0.64 71 -23.66 0.0454
2020-02-14 2019-12-31 13F ANTHEM INC COM Common Stock 036752103 312 312 93 0.0559
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.