Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership767 shares
Latest Disclosed Value $ 224,612
Wealthspire Advisors, LLC reports 73.46% decrease in ownership of ELV / Elevance Health, Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 767 shares of Elevance Health, Inc. (AT:ELV) valued at $224,612 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,890 shares of Elevance Health, Inc.. This represents a change in shares of -73.46% 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)
2026-05-01 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 767 -2,123 -73.46 225 -77.89 0.0018
2026-02-12 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,890 1,948 206.79 1,013 233.22 0.0081
2025-11-14 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 942 -371 -28.26 304 -40.39 0.0016
2025-08-11 2025-06-30 13F ELEVANCE HEALTH COM 036752103 1,313 712 118.47 511 95.40 0.0029
2025-05-09 2025-03-31 13F ELEVANCE HEALTH COM 036752103 601 -427 -41.54 261 -31.13 0.0016
2025-02-04 2024-12-31 13F ELEVANCE HEALTH COM 036752103 1,028 188 22.38 379 -13.07 0.0038
2024-11-13 2024-09-30 13F ELEVANCE HEALTH COM 036752103 840 362 75.73 437 68.34 0.0044
2024-08-08 2024-06-30 13F ELEVANCE HEALTH COM 036752103 478 -32 -6.27 259 -1.89 0.0033
2024-05-06 2024-03-31 13F ELEVANCE HEALTH COM 036752103 510 -219 -30.04 264 -23.03 0.0035
2024-02-07 2023-12-31 13F ELEVANCE HEALTH COM 036752103 729 48 7.05 344 15.88 0.0049
2023-11-06 2023-09-30 13F ELEVANCE HEALTH COM 036752103 681 -1,355 -66.55 297 -67.26 0.0049
2023-08-01 2023-06-30 13F ELEVANCE HEALTH COM 036752103 2,036 -31 -1.50 905 -4.84 0.0148
2023-05-09 2023-03-31 13F ELEVANCE HEALTH COM 036752103 2,067 -399 -16.18 950 -24.84 0.0163
2023-02-14 2022-12-31 13F ELEVANCE HEALTH COM 036752103 2,466 2,024 457.92 1,265 528.86 0.0230
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 442 -231 -34.32 201 -38.15 0.0042
2022-08-09 2022-06-30 13F ELEVANCE HEALTH COM 036752103 673 673 325 0.0068
2022-05-09 2022-03-31 13F ANTHEM COM 036752103 0 -856 -100.00 0 -100.00
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 856 -310 -26.59 397 -8.74 0.0088
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 1,166 1,166 435 0.0090
2021-08-13 2021-06-30 13F ANTHEM COM 036752103 0 -3,236 -100.00 0 -100.00
2021-05-17 2021-03-31 13F ANTHEM COM 036752103 3,236 172 5.61 1,161 17.99 0.0276
2021-02-16 2020-12-31 13F ANTHEM COM 036752103 3,064 1,074 53.97 984 84.27 0.0293
2020-11-16 2020-09-30 13F ANTHEM COM 036752103 1,990 422 26.91 534 29.61 0.0317
2020-08-14 2020-06-30 13F ANTHEM COM 036752103 1,568 -1,933 -55.21 412 -48.18 0.0287
2020-05-12 2020-03-31 13F ANTHEM COM 036752103 3,501 3,501 795 0.0333
2019-05-07 2019-03-31 13F ANTHEM COM 036752103 0 -189 -100.00 0 -100.00
2019-02-14 2018-12-31 13F ANTHEM COM 036752103 189 189 50 0.0048
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.