Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionSeacrest Wealth Management, Llc
Latest Disclosed Ownership1,267 shares
Latest Disclosed Value $ 370,914
Seacrest Wealth Management, Llc reports 5.31% decrease in ownership of ELV / Elevance Health, Inc.

On April 15, 2026 - Seacrest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 1,267 shares of Elevance Health, Inc. (AT:ELV) valued at $370,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 1,338 shares of Elevance Health, Inc.. This represents a change in shares of -5.31% 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)
2026-04-15 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,267 -71 -5.31 371 -24.49 0.0397
2026-01-12 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,338 -55 -3.95 491 -2.78 0.0496
2025-11-13 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,393 125 9.86 505 2.23 0.0532
2025-07-11 2025-06-30 13F ELEVANCE HEALTH COM 036752103 1,268 -1,206 -48.75 493 -54.18 0.0536
2025-04-11 2025-03-31 13F ELEVANCE HEALTH COM 036752103 2,474 378 18.03 1,076 39.20 0.1218
2025-01-14 2024-12-31 13F ELEVANCE HEALTH COM 036752103 2,096 -240 -10.27 773 -36.33 0.0813
2024-10-16 2024-09-30 13F ELEVANCE HEALTH COM 036752103 2,336 41 1.79 1,215 -2.33 0.1308
2024-07-22 2024-06-30 13F ELEVANCE HEALTH COM 036752103 2,295 32 1.41 1,244 5.97 0.1415
2024-04-18 2024-03-31 13F ELEVANCE HEALTH COM 036752103 2,263 -47 -2.03 1,173 5.87 0.1435
2024-01-18 2023-12-31 13F ELEVANCE HEALTH COM 036752103 2,310 95 4.29 1,109 14.94 0.1370
2023-10-12 2023-09-30 13F ELEVANCE HEALTH COM 036752103 2,215 86 4.04 964 2.01 0.1253
2023-07-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 2,129 -35 -1.62 946 -5.03 0.1194
2023-05-12 2023-03-31 13F ELEVANCE HEALTH COM 036752103 2,164 -13 -0.60 995 -10.84 0.1348
2023-02-14 2022-12-31 13F ELEVANCE HEALTH COM 036752103 2,177 -53 -2.38 1,117 10.17 0.1602
2022-11-15 2022-09-30 13F ELEVANCE HEALTH COM 036752103 2,230 42 1.92 1,013 -4.07 0.1537
2022-08-09 2022-06-30 13F ELEVANCE HEALTH COM 036752103 2,188 53 2.48 1,056 0.67 0.1329
2022-05-16 2022-03-31 13F ANTHEM COM 036752103 2,135 173 8.82 1,049 15.40 0.1205
2022-02-11 2021-12-31 13F ANTHEM COM 036752103 1,962 -21 -1.06 909 23.00 0.0997
2021-11-16 2021-09-30 13F ANTHEM COM 036752103 1,983 -61 -2.98 739 -5.26 0.0891
2021-08-12 2021-06-30 13F ANTHEM COM 036752103 2,044 126 6.57 780 13.37 0.0941
2021-05-17 2021-03-31 13F ANTHEM COM 036752103 1,918 46 2.46 688 14.48 0.0911
2021-02-09 2020-12-31 13F ANTHEM COM 036752103 1,872 156 9.09 601 30.37 0.0845
2020-11-12 2020-09-30 13F ANTHEM COM 036752103 1,716 -32 -1.83 461 0.22 0.0739
2020-07-27 2020-06-30 13F ANTHEM COM 036752103 1,748 11 0.63 460 16.75 0.0795
2020-05-13 2020-03-31 13F ANTHEM COM 036752103 1,737 -163 -8.58 394 -31.36 0.0847
2020-01-22 2019-12-31 13F ANTHEM COM 036752103 1,900 5 0.26 574 26.15 0.0962
2019-10-15 2019-09-30 13F ANTHEM COM 036752103 1,895 -16 -0.84 455 -15.58 0.0852
2019-07-19 2019-06-30 13F ANTHEM COM 036752103 1,911 54 2.91 539 1.13 0.1097
2019-05-10 2019-03-31 13F ANTHEM COM 036752103 1,857 7 0.38 533 9.67 0.0914
2019-02-13 2018-12-31 13F ANTHEM COM 036752103 1,850 -156 -7.78 486 -11.64 0.1002
2018-11-14 2018-09-30 13F ANTHEM COM 036752103 2,006 56 2.87 550 18.53 0.0931
2018-08-03 2018-06-30 13F ANTHEM COM 036752103 1,950 115 6.27 464 15.14 0.0836
2018-04-20 2018-03-31 13F ANTHEM COM 036752103 1,835 -45 -2.39 403 -4.73 0.0739
2018-02-02 2017-12-31 13F ANTHEM COM 036752103 1,880 1,880 423 0.0773
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.