Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionIntellectus Partners, LLC
Latest Disclosed Ownership2,301 shares
Latest Disclosed Value $ 673,574
Intellectus Partners, LLC ownership in ELV / Elevance Health, Inc.

On April 10, 2026 - Intellectus Partners, LLC filed a 13F-HR form disclosing ownership of 2,301 shares of Elevance Health, Inc. (AT:ELV) valued at $673,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,301 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)
2026-04-10 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,301 0 0.00 674 -16.50 0.1375
2026-02-10 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,301 -450 -16.36 807 -9.23 0.1558
2025-11-12 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,751 -910 -24.86 889 -37.60 0.1722
2025-08-05 2025-06-30 13F ELEVANCE HEALTH COM 036752103 3,661 -199 -5.16 1,424 -15.25 0.3074
2025-04-11 2025-03-31 13F ELEVANCE HEALTH COM 036752103 3,860 -150 -3.74 1,679 13.52 0.4142
2025-02-07 2024-12-31 13F ELEVANCE HEALTH COM 036752103 4,010 -10 -0.25 1,479 -29.23 0.3274
2024-11-06 2024-09-30 13F ELEVANCE HEALTH COM 036752103 4,020 -160 -3.83 2,091 -7.73 0.5343
2024-07-18 2024-06-30 13F ELEVANCE HEALTH COM 036752103 4,180 -386 -8.45 2,265 -4.31 0.6182
2024-05-03 2024-03-31 13F ELEVANCE HEALTH COM 036752103 4,566 126 2.84 2,368 13.09 0.6226
2024-02-05 2023-12-31 13F ELEVANCE HEALTH COM 036752103 4,440 1,171 35.82 2,094 47.08 0.6042
2023-10-25 2023-09-30 13F ELEVANCE HEALTH COM 036752103 3,269 486 17.46 1,423 15.13 0.4503
2023-07-31 2023-06-30 13F ELEVANCE HEALTH COM 036752103 2,783 -25 -0.89 1,237 -4.19 0.3711
2023-05-04 2023-03-31 13F ELEVANCE HEALTH COM 036752103 2,808 2 0.07 1,291 -10.35 0.4076
2023-02-02 2022-12-31 13F Anthem Inc Com Equity 036752103 2,806 1,051 59.89 1,439 80.55 0.5011
2022-11-14 2022-09-30 13F Anthem Inc Com Equity 036752103 1,755 37 2.15 797 -3.86 0.2835
2022-08-12 2022-06-30 13F Anthem Inc Com Common Stock 036752103 1,718 -314 -15.45 829 -16.93 0.2848
2022-05-16 2022-03-31 13F Anthem Inc Com Common Stock 036752103 2,032 -185 -8.34 998 -2.92 0.2979
2022-02-14 2021-12-31 13F Anthem Inc Com Common Stock 036752103 2,217 -399 -15.25 1,028 5.44 0.2620
2021-11-16 2021-09-30 13F Anthem Inc Com Equity 036752103 2,616 175 7.17 975 4.61 0.2360
2021-08-13 2021-06-30 13F Anthem Inc Com Equity 036752103 2,441 -299 -10.91 932 -5.28 0.2102
2021-05-17 2021-03-31 13F Anthem Inc Com Equity 036752103 2,740 -399 -12.71 984 -2.38 0.2703
2021-02-18 2020-12-31 13F/A-1 Anthem Inc Com Common Stock 036752103 3,139 575 22.43 1,008 46.30 0.3016
2021-02-12 2020-12-31 13F Anthem Inc Com Common Stock 036752103 1,214 -1,350 1,008 299,708.3196
2020-11-16 2020-09-30 13F Anthem Inc Com Common Stock 036752103 2,564 1,663 184.57 689 190.72 0.2603
2020-08-14 2020-06-30 13F Anthem Inc Com Equity 036752103 901 -356 -28.32 237 -16.84 0.0919
2020-05-14 2020-03-31 13F Anthem Inc Com Equity 036752103 1,257 1,257 285 0.1358
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.