Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership717 shares
Latest Disclosed Value $ 209,920
IHT Wealth Management, LLC reports 0.84% increase in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 717 shares of Elevance Health, Inc. (AT:ELV) valued at $209,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 711 shares of Elevance Health, Inc.. This represents a change in shares of 0.84% 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 Elevance Health COM 036752103 717 6 0.84 210 -16.06 0.0049
2026-02-17 2025-12-31 13F Elevance Health COM 036752103 711 71 11.09 249 20.87 0.0061
2025-11-14 2025-09-30 13F Elevance Health COM 036752103 640 -89 -12.21 207 -27.21 0.0052
2025-08-14 2025-06-30 13F Elevance Health COM 036752103 729 10 1.39 284 -9.29 0.0078
2025-05-15 2025-03-31 13F Elevance Health COM 036752103 719 -39 -5.15 313 11.83 0.0098
2025-02-14 2024-12-31 13F Elevance Health COM 036752103 758 -748 -49.67 279 -64.23 0.0090
2024-11-14 2024-09-30 13F Elevance Health COM 036752103 1,506 135 9.85 780 4.98 0.0221
2024-08-14 2024-06-30 13F ELEVANCE HEALTH COM 036752103 1,371 318 30.20 743 36.33 0.0277
2024-05-15 2024-03-31 13F Elevance Health COM 036752103 1,053 142 15.59 546 27.04 0.0219
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 911 -40 -4.21 430 3.62 0.0192
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 951 51 5.67 414 3.76 0.0210
2023-08-15 2023-06-30 13F ELEVANCE HEALTH COM 036752103 900 49 5.76 400 2.05 0.0208
2023-05-15 2023-03-31 13F ELEVANCE HEALTH COM 036752103 851 76 9.81 391 -1.51 0.0223
2023-02-15 2022-12-31 13F ELEVANCE HEALTH COM 036752103 775 43 5.87 397 19.22 0.0250
2022-11-22 2022-09-30 13F ELEVANCE HEALTH COM 036752103 732 732 333 0.0253
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 0 -772 -100.00 0 -100.00
2021-08-16 2021-06-30 13F ANTHEM COM 036752103 772 39 5.32 295 12.17 0.0187
2021-05-18 2021-03-31 13F ANTHEM COM 036752103 733 108 17.28 263 30.85 0.0189
2021-02-17 2020-12-31 13F ANTHEM COM 036752103 625 625 201 0.0167
2020-05-13 2020-03-31 13F ANTHEM COM 036752103 0 -718 -100.00 0 -100.00
2020-02-18 2019-12-31 13F ANTHEM COM 036752103 718 718 217 0.0257
2018-08-13 2018-06-30 13F ANTHEM COM 036752103 0 -94 -100.00 0 -100.00
2018-05-14 2018-03-31 13F ANTHEM COM 036752103 94 0 0.00 21 -4.55 0.0056
2018-02-14 2017-12-31 13F ANTHEM COM 036752103 94 29 44.62 22 83.33 0.0058
2017-11-14 2017-09-30 13F ANTHEM COM 036752103 65 -2 -2.99 12 -83.56 0.0051
2017-08-14 2017-06-30 13F/A-1 ANTHEM COM 036752103 67 44 191.30 73 1,725.00 0.0354
2017-08-14 2017-06-30 13F ANTHEM COM 036752103 67 44 5
2017-05-15 2017-03-31 13F ANTHEM COM 036752103 23 -31 -57.41 4 -50.00 0.0027
2017-02-14 2016-12-31 13F ANTHEM COM 036752103 54 54 8 0.0060
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.