Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionKeystone Financial Services
Latest Disclosed Ownership2,031 shares
Latest Disclosed Value $ 594,619
Keystone Financial Services reports 24.52% increase in ownership of ELV / Elevance Health, Inc.

On May 6, 2026 - Keystone Financial Services filed a 13F-HR form disclosing ownership of 2,031 shares of Elevance Health, Inc. (AT:ELV) valued at $594,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,631 shares of Elevance Health, Inc.. This represents a change in shares of 24.52% 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)
2026-05-06 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,031 400 24.52 595 4.03 0.1745
2026-02-12 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,631 -302 -15.62 572 -8.49 0.1726
2025-11-13 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,933 194 11.16 625 -7.69 0.1935
2025-08-07 2025-06-30 13F ELEVANCE HEALTH COM 036752103 1,739 260 17.58 676 5.13 0.2301
2025-04-23 2025-03-31 13F ELEVANCE HEALTH COM 036752103 1,479 43 2.99 643 21.55 0.2451
2025-01-31 2024-12-31 13F ELEVANCE HEALTH COM 036752103 1,436 33 2.35 530 -27.43 0.2027
2024-11-05 2024-09-30 13F ELEVANCE HEALTH COM 036752103 1,403 122 9.52 730 5.04 0.2830
2024-07-23 2024-06-30 13F ELEVANCE HEALTH COM 036752103 1,281 157 13.97 694 19.24 0.2877
2024-06-13 2024-03-31 13F ELEVANCE HEALTH COM 036752103 1,124 -10 -0.88 583 8.99 0.2543
2024-01-29 2023-12-31 13F ELEVANCE HEALTH COM 036752103 1,134 18 1.61 535 10.10 0.2527
2023-11-08 2023-09-30 13F ELEVANCE HEALTH COM 036752103 1,116 1,116 486 0.2572
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.