Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionGarrison Point Advisors, Llc
Latest Disclosed Ownership2,000 shares
Latest Disclosed Value $ 585,500
Garrison Point Advisors, Llc ownership in ELV / Elevance Health, Inc.

On May 12, 2026 - Garrison Point Advisors, Llc filed a 13F-HR form disclosing ownership of 2,000 shares of Elevance Health, Inc. (AT:ELV) valued at $585,500 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,000 shares of Elevance Health, Inc.. This represents a change in shares of 0.00% 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)
2026-05-12 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,000 0 0.00 586 -16.55 0.2671
2026-02-13 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,000 0 0.00 701 8.51 0.3104
2025-10-22 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,000 0 0.00 646 -16.86 0.2711
2025-08-06 2025-06-30 13F ELEVANCE HEALTH COM 036752103 2,000 0 0.00 778 -10.59 0.3571
2025-05-13 2025-03-31 13F ELEVANCE HEALTH COM 036752103 2,000 0 0.00 870 17.91 0.4219
2025-02-13 2024-12-31 13F ELEVANCE HEALTH COM 036752103 2,000 0 0.00 738 -29.13 0.3500
2024-10-23 2024-09-30 13F ELEVANCE HEALTH COM 036752103 2,000 0 0.00 1,040 -3.97 0.6437
2024-08-07 2024-06-30 13F ELEVANCE HEALTH COM 036752103 2,000 0 0.00 1,084 4.44 0.7153
2024-05-09 2024-03-31 13F ELEVANCE HEALTH COM 036752103 2,000 0 0.00 1,037 9.97 0.6668
2024-02-08 2023-12-31 13F ELEVANCE HEALTH COM 036752103 2,000 -150 -6.98 943 0.75 0.6651
2023-10-18 2023-09-30 13F ELEVANCE HEALTH COM 036752103 2,150 0 0.00 936 -1.99 0.7244
2023-07-25 2023-06-30 13F ELEVANCE HEALTH COM 036752103 2,150 -150 -6.52 955 -9.65 0.6882
2023-05-05 2023-03-31 13F ELEVANCE HEALTH COM 036752103 2,300 0 0.00 1,058 -10.35 0.7932
2023-02-01 2022-12-31 13F ELEVANCE HEALTH COM 036752103 2,300 -400 -14.81 1,180 -3.83 0.9650
2022-10-20 2022-09-30 13F ELEVANCE HEALTH COM 036752103 2,700 0 0.00 1,226 -5.91 1.0942
2022-08-10 2022-06-30 13F ELEVANCE HEALTH COM 036752103 2,700 0 0.00 1,303 -1.73 1.0814
2022-05-06 2022-03-31 13F ANTHEM COM 036752103 2,700 0 0.00 1,326 5.91 0.9278
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 2,700 0 0.00 1,252 24.33 0.8307
2021-11-04 2021-09-30 13F ANTHEM COM 036752103 2,700 0 0.00 1,007 -2.33 0.7319
2021-08-02 2021-06-30 13F ANTHEM COM 036752103 2,700 -300 -10.00 1,031 -4.27 0.7430
2021-05-04 2021-03-31 13F ANTHEM COM 036752103 3,000 0 0.00 1,077 11.84 0.8364
2021-01-28 2020-12-31 13F ANTHEM COM 036752103 3,000 0 0.00 963 19.48 0.7749
2020-10-27 2020-09-30 13F ANTHEM COM 036752103 3,000 0 0.00 806 2.15 0.7313
2020-08-03 2020-06-30 13F ANTHEM COM 036752103 3,000 0 0.00 789 15.86 0.7811
2020-04-20 2020-03-31 13F ANTHEM COM 036752103 3,000 0 0.00 681 -24.83 0.8320
2020-01-24 2019-12-31 13F ANTHEM COM 036752103 3,000 0 0.00 906 25.83 0.8305
2019-11-12 2019-09-30 13F ANTHEM COM 036752103 3,000 0 0.00 720 -14.99 0.7127
2019-07-30 2019-06-30 13F ANTHEM COM 036752103 3,000 0 0.00 847 -1.63 0.8497
2019-05-08 2019-03-31 13F ANTHEM COM 036752103 3,000 0 0.00 861 9.26 0.8977
2019-02-09 2018-12-31 13F ANTHEM COM 036752103 3,000 3,000 788 0.9726
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.