Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership2,012 shares
Latest Disclosed Value $ 589,288
EverSource Wealth Advisors, LLC reports 0.55% increase in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 2,012 shares of Elevance Health, Inc. (AT:ELV) valued at $589,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,001 shares of Elevance Health, Inc.. This represents a change in shares of 0.55% 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)
2026-05-15 2026-03-31 13F/A-1 ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 2,012 11 0.55 589 -15.98 0.0027
2026-05-14 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 663,133 661,132 58,381 0.3206
2026-02-06 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 2,001 -63 -3.05 702 5.10 0.0258
2025-11-10 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 2,064 -397 -16.13 667 -30.30 0.0264
2025-08-13 2025-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 2,461 764 45.02 957 29.85 0.0432
2025-05-13 2025-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,697 244 16.79 738 37.76 0.0405
2025-02-10 2024-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,453 -308 -17.49 536 -41.59 0.0301
2024-11-08 2024-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,761 330 23.06 916 20.37 0.0580
2024-08-13 2024-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,431 438 44.11 762 45.23 0.0506
2024-06-11 2024-03-31 13F/A-1 ELEVANCE HEALTH INC COM Stock 036752103 993 -131 -11.65 525 -1.13 0.0413
2024-05-13 2024-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,124 0 530 0.0188
2024-02-09 2023-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,124 68 6.44 530 15.47 0.0486
2023-11-03 2023-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,056 -20 -1.86 460 -3.77 0.0488
2023-08-04 2023-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,076 108 11.16 478 7.19 0.0527
2023-05-11 2023-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 968 -69 -6.65 445 -16.20 0.0554
2023-02-09 2022-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 1,037 -117 -10.14 532 1.53 0.0806
2022-11-07 2022-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 1,154 256 28.51 523 20.23 0.1197
2022-08-01 2022-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 898 194 27.56 435 25.72 0.1121
2022-05-25 2022-03-31 13F ANTHEM INC COM Stock 036752103 704 153 27.77 346 35.69 0.0878
2022-02-17 2021-12-31 13F/A-1 ANTHEM INC COM Stock 036752103 551 551 255 0.0714
2022-02-07 2021-12-31 13F ANTHEM INC COM Stock 036752103 551 551 255 0.0714
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.