Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership3,141 shares
Latest Disclosed Value $ 919,704
Stratos Wealth Partners, LTD. reports 24.59% increase in ownership of ELV / Elevance Health, Inc.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 3,141 shares of Elevance Health, Inc. (AT:ELV) valued at $919,704 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,521 shares of Elevance Health, Inc.. This represents a change in shares of 24.59% 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)
2026-04-28 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 3,141 620 24.59 920 4.08 0.0105
2026-01-20 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,521 -344 -12.01 884 -4.54 0.0100
2025-11-06 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,865 846 41.90 926 17.83 0.0109
2025-07-29 2025-06-30 13F ELEVANCE HEALTH COM 036752103 2,019 -818 -28.83 786 -36.39 0.0106
2025-04-30 2025-03-31 13F ELEVANCE HEALTH COM 036752103 2,837 -740 -20.69 1,234 -6.44 0.0188
2025-01-27 2024-12-31 13F ELEVANCE HEALTH COM 036752103 3,577 -6,832 -65.64 1,320 -75.63 0.0186
2024-10-17 2024-09-30 13F ELEVANCE HEALTH COM 036752103 10,409 -1,334 -11.36 5,413 -14.95 0.0782
2024-07-24 2024-06-30 13F ELEVANCE HEALTH COM 036752103 11,743 346 3.04 6,363 7.68 0.1019
2024-04-16 2024-03-31 13F ELEVANCE HEALTH COM 036752103 11,397 428 3.90 5,910 14.25 0.0980
2024-01-24 2023-12-31 13F ELEVANCE HEALTH COM 036752103 10,969 72 0.66 5,173 9.02 0.0965
2023-10-24 2023-09-30 13F ELEVANCE HEALTH COM 036752103 10,897 6,378 141.14 4,745 136.25 0.1022
2023-07-18 2023-06-30 13F ELEVANCE HEALTH COM 036752103 4,519 189 4.36 2,008 0.85 0.0455
2023-04-27 2023-03-31 13F ELEVANCE HEALTH COM 036752103 4,330 -532 -10.94 1,991 -20.17 0.0531
2023-01-19 2022-12-31 13F ELEVANCE HEALTH COM 036752103 4,862 346 7.66 2,494 21.60 0.0631
2022-10-24 2022-09-30 13F ELEVANCE HEALTH COM 036752103 4,516 216 5.02 2,051 -1.16 0.0573
2022-07-22 2022-06-30 13F ELEVANCE HEALTH COM 036752103 4,300 266 6.59 2,075 4.69 0.0523
2022-04-26 2022-03-31 13F ANTHEM COM 036752103 4,034 47 1.18 1,982 7.25 0.0443
2022-01-14 2021-12-31 13F ANTHEM COM 036752103 3,987 -57 -1.41 1,848 22.55 0.0409
2021-10-19 2021-09-30 13F ANTHEM COM 036752103 4,044 50 1.25 1,508 -1.11 0.0384
2021-07-19 2021-06-30 13F ANTHEM COM 036752103 3,994 273 7.34 1,525 14.15 0.0380
2021-04-27 2021-03-31 13F ANTHEM COM 036752103 3,721 -8 -0.21 1,336 11.61 0.0370
2021-01-29 2020-12-31 13F ANTHEM COM 036752103 3,729 -913 -19.67 1,197 -4.01 0.0355
2020-10-29 2020-09-30 13F ANTHEM COM 036752103 4,642 19 0.41 1,247 2.55 0.0409
2020-07-28 2020-06-30 13F ANTHEM COM 036752103 4,623 -134 -2.82 1,216 12.59 0.0433
2020-05-04 2020-03-31 13F ANTHEM COM 036752103 4,757 965 25.45 1,080 -5.68 0.0495
2020-01-29 2019-12-31 13F ANTHEM COM 036752103 3,792 -26 -0.68 1,145 24.86 0.0450
2019-11-12 2019-09-30 13F/A-1 ANTHEM COM 036752103 3,818 -68 -1.75 917 -16.41 0.0396
2019-11-12 2019-09-30 13F ANTHEM COM 036752103 54 -3,832 1 34.4661
2019-08-06 2019-06-30 13F ANTHEM COM 036752103 3,886 -41 -1.04 1,097 -2.66 0.0475
2019-05-07 2019-03-31 13F ANTHEM COM 036752103 3,927 -23 -0.58 1,127 8.68 0.0507
2019-02-08 2018-12-31 13F ANTHEM COM 036752103 3,950 3,950 1,037 0.0535
2018-11-02 2018-09-30 13F ANTHEM COM 036752103 0 -4,535 -100.00 0 -100.00
2018-08-13 2018-06-30 13F ANTHEM COM 036752103 4,535 -259 -5.40 1,080 2.56 0.0482
2018-05-10 2018-03-31 13F ANTHEM COM 036752103 4,794 -33 -0.68 1,053 -3.04 0.0443
2018-02-09 2017-12-31 13F ANTHEM COM 036752103 4,827 692 16.74 1,086 38.34 0.0487
2017-11-07 2017-09-30 13F ANTHEM COM 036752103 4,135 4,135 785 0.0371
2017-05-11 2017-03-31 13F ANTHEM COM 036752103 0 -3,787 -100.00 0 -100.00
2017-02-02 2016-12-31 13F ANTHEM COM 036752103 3,787 -3 -0.08 544 14.53 0.0338
2016-11-01 2016-09-30 13F ANTHEM COM 036752103 3,790 769 25.46 475 19.65 0.0320
2016-08-12 2016-06-30 13F ANTHEM COM 036752103 3,021 3,021 0.00 397 0.0294
2016-05-09 2016-03-31 13F ANTHEM COM 036752103 0 -2,270 -100.00 0 -100.00
2016-02-16 2015-12-31 13F ANTHEM COM 036752103 2,270 2,270 317 0.0264
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.