Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionEdgestream Partners, L.P.
Latest Disclosed Ownership1,572 shares
Latest Disclosed Value $ 460,203
Edgestream Partners, L.P. reports 51.59% increase in ownership of ELV / Elevance Health, Inc.

On May 18, 2026 - Edgestream Partners, L.P. filed a 13F-HR form disclosing ownership of 1,572 shares of Elevance Health, Inc. (AT:ELV) valued at $460,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,037 shares of Elevance Health, Inc.. This represents a change in shares of 51.59% 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 COM 036752103 1,572 535 51.59 460 26.72 0.0151
2026-02-13 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,037 51 5.17 364 14.15 0.0102
2025-11-12 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 986 -2,168 -68.74 319 -74.06 0.0093
2025-08-13 2025-06-30 13F ELEVANCE HEALTH COM 036752103 3,154 3,154 1,227 0.0341
2025-05-02 2025-03-31 13F ELEVANCE HEALTH COM 036752103 0 -24,194 -100.00 0 -100.00
2025-02-07 2024-12-31 13F ELEVANCE HEALTH COM 036752103 24,194 23,171 2,265.00 8,925 1,580.79 0.3802
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 1,023 1,023 532 0.0234
2024-08-09 2024-06-30 13F ELEVANCE HEALTH COM 036752103 0 -1,346 -100.00 0 -100.00
2024-05-10 2024-03-31 13F ELEVANCE HEALTH COM 036752103 1,346 1,346 698 0.0348
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 0 -2,007 -100.00 0 -100.00
2023-11-15 2023-09-30 13F ELEVANCE HEALTH COM 036752103 2,007 2,007 874 0.0696
2023-05-15 2023-03-31 13F ELEVANCE HEALTH COM 036752103 0 -1,851 -100.00 0 -100.00
2023-02-13 2022-12-31 13F ELEVANCE HEALTH COM 036752103 1,851 276 17.52 950 32.73 0.1068
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 1,575 719 84.00 715 73.12 0.0553
2022-08-12 2022-06-30 13F ELEVANCE HEALTH COM 036752103 856 361 72.93 413 69.96 0.0326
2022-05-13 2022-03-31 13F ANTHEM COM 036752103 495 -2,288 -82.21 243 -81.16 0.0193
2022-02-15 2021-12-31 13F ANTHEM COM 036752103 2,783 698 33.48 1,290 66.02 0.0804
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 2,085 2,085 777 0.0480
2021-08-10 2021-06-30 13F ANTHEM COM 036752103 0 -2,088 -100.00 0 -100.00
2021-05-06 2021-03-31 13F ANTHEM COM 036752103 2,088 2,088 749 0.0418
2020-11-10 2020-09-30 13F ANTHEM COM 036752103 0 -14,098 -100.00 0 -100.00
2020-08-11 2020-06-30 13F ANTHEM COM 036752103 14,098 14,098 3,707 0.1949
2020-02-13 2019-12-31 13F ANTHEM COM 036752103 0 -24,151 -100.00 0 -100.00
2019-11-08 2019-09-30 13F ANTHEM COM 036752103 24,151 24,151 5,799 0.5548
2019-08-08 2019-06-30 13F ANTHEM COM 036752103 0 -18,159 -100.00 0 -100.00
2019-05-15 2019-03-31 13F ANTHEM COM 036752103 18,159 381 2.14 5,211 11.61 0.7645
2019-02-14 2018-12-31 13F ANTHEM COM 036752103 17,778 2,500 16.36 4,669 11.51 0.8180
2018-11-07 2018-09-30 13F ANTHEM COM 036752103 15,278 3,242 26.94 4,187 46.14 0.7130
2018-08-09 2018-06-30 13F ANTHEM COM 036752103 12,036 1,435 13.54 2,865 23.01 0.5838
2018-05-15 2018-03-31 13F ANTHEM COM 036752103 10,601 7,714 267.20 2,329 258.31 0.4571
2018-02-09 2017-12-31 13F ANTHEM COM 036752103 2,887 -499 -14.74 650 1.09 0.7774
2017-10-30 2017-09-30 13F ANTHEM COM 036752103 3,386 3,386 643 0.3426
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.