Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionBrookstone Capital Management
Latest Disclosed Ownership3,220 shares
Latest Disclosed Value $ 942,659
Brookstone Capital Management reports 17.35% increase in ownership of ELV / Elevance Health, Inc.

On April 16, 2026 - Brookstone Capital Management filed a 13F-HR form disclosing ownership of 3,220 shares of Elevance Health, Inc. (AT:ELV) valued at $942,659 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 2,744 shares of Elevance Health, Inc.. This represents a change in shares of 17.35% 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)
2026-04-16 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 3,220 476 17.35 943 -1.98 0.0108
2026-01-15 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,744 704 34.51 962 45.83 0.0110
2025-10-15 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,040 -8,259 -80.19 659 -83.55 0.0079
2025-07-30 2025-06-30 13F ELEVANCE HEALTH COM 036752103 10,299 506 5.17 4,006 -5.94 0.0525
2025-04-29 2025-03-31 13F ELEVANCE HEALTH COM 036752103 9,793 8,563 696.18 4,260 840.18 0.0610
2025-01-13 2024-12-31 13F ELEVANCE HEALTH COM 036752103 1,230 -169 -12.08 454 -37.69 0.0066
2024-10-08 2024-09-30 13F ELEVANCE HEALTH COM 036752103 1,399 97 7.45 728 7.23 0.0107
2024-07-18 2024-06-30 13F ELEVANCE HEALTH COM 036752103 1,302 -54 -3.98 678 -3.42 0.0113
2024-04-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 1,356 -252 -15.67 703 -7.39 0.0126
2024-01-11 2023-12-31 13F ELEVANCE HEALTH COM 036752103 1,608 102 6.77 758 8.75 0.0147
2023-10-20 2023-09-30 13F ELEVANCE HEALTH COM 036752103 1,506 146 10.74 698 19.35 0.0153
2023-07-11 2023-06-30 13F ELEVANCE HEALTH COM 036752103 1,360 -39 -2.79 584 -13.74 0.0118
2023-04-19 2023-03-31 13F ELEVANCE HEALTH COM 036752103 1,399 -122 -8.02 678 -6.36 0.0132
2023-01-09 2022-12-31 13F ELEVANCE HEALTH COM 036752103 1,521 -140 -8.43 723 -6.47 0.0146
2022-10-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 1,661 -598 -26.47 773 -29.34 0.0179
2022-07-11 2022-06-30 13F ELEVANCE HEALTH COM 036752103 2,259 -933 -29.23 1,094 -32.88 0.0242
2022-04-12 2022-03-31 13F ANTHEM COM 036752103 3,192 -144 -4.32 1,630 12.34 0.0319
2022-01-11 2021-12-31 13F ANTHEM COM 036752103 3,336 -247 -6.89 1,451 7.88 0.0250
2021-11-03 2021-09-30 13F ANTHEM COM 036752103 3,583 -776 -17.80 1,345 -22.48 0.0242
2021-07-14 2021-06-30 13F ANTHEM COM 036752103 4,359 1,423 48.47 1,735 64.61 0.0311
2021-04-16 2021-03-31 13F ANTHEM COM 036752103 2,936 672 29.68 1,054 44.98 0.0404
2021-01-13 2020-12-31 13F ANTHEM COM 036752103 2,264 -2 -0.09 727 19.38 0.0289
2020-10-13 2020-09-30 13F ANTHEM COM 036752103 2,266 38 1.71 609 3.92 0.0281
2020-07-21 2020-06-30 13F ANTHEM COM 036752103 2,228 499 28.86 586 49.11 0.0365
2020-04-14 2020-03-31 13F ANTHEM COM 036752103 1,729 -100 -5.47 393 -28.80 0.0226
2020-01-29 2019-12-31 13F ANTHEM COM 036752103 1,829 144 8.55 552 36.30 0.0280
2019-10-18 2019-09-30 13F ANTHEM COM 036752103 1,685 79 4.92 405 -10.60 0.0220
2019-07-25 2019-06-30 13F ANTHEM COM 036752103 1,606 565 54.27 453 51.51 0.0262
2019-04-18 2019-03-31 13F ANTHEM COM 036752103 1,041 117 12.66 299 23.05 0.0194
2019-02-05 2018-12-31 13F ANTHEM COM 036752103 924 -165 -15.15 243 -18.73 0.0184
2018-11-05 2018-09-30 13F ANTHEM COM 036752103 1,089 -300 -21.60 299 -9.67 0.0227
2018-08-06 2018-06-30 13F ANTHEM COM 036752103 1,389 54 4.04 331 12.97 0.0288
2018-04-23 2018-03-31 13F ANTHEM COM 036752103 1,335 1,335 293 0.0266
2016-04-14 2016-03-31 13F ANTHEM INC COM COM 036752103 0 0 0 0.0000
2016-01-14 2015-12-31 13F ANTHEM INC COM COM 036752103 0 -280 -100.00 0 -100.00
2015-10-28 2015-09-30 13F ANTHEM INC COM COM 036752103 280 0 0.00 39 -15.22 0.0071
2015-08-11 2015-06-30 13F ANTHEM INC COM COM 036752103 280 280 46 0.0058
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.