Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership4,837 shares
Latest Disclosed Value $ 1,416,167
Toth Financial Advisory Corp reports 10.23% decrease in ownership of ELV / Elevance Health, Inc.

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 4,837 shares of Elevance Health, Inc. (AT:ELV) valued at $1,416,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 5,388 shares of Elevance Health, Inc.. This represents a change in shares of -10.23% 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)
2026-04-16 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 4,837 -551 -10.23 1,416 -25.00 0.1555
2026-01-20 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 5,388 46 0.86 1,889 9.39 0.2051
2025-10-09 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 5,342 -1,808 -25.29 1,726 -37.94 0.1861
2025-07-14 2025-06-30 13F ELEVANCE HEALTH COM 036752103 7,150 2,194 44.27 2,781 29.05 0.3245
2025-04-14 2025-03-31 13F ELEVANCE HEALTH COM 036752103 4,956 -209 -4.05 2,156 13.12 0.2595
2025-01-21 2024-12-31 13F ELEVANCE HEALTH COM 036752103 5,165 -4,670 -47.48 1,905 -62.75 0.2241
2024-10-21 2024-09-30 13F ELEVANCE HEALTH COM 036752103 9,835 1,296 15.18 5,114 10.55 0.6038
2024-07-16 2024-06-30 13F ELEVANCE HEALTH COM 036752103 8,539 1,027 13.67 4,627 18.77 0.5880
2024-04-16 2024-03-31 13F ELEVANCE HEALTH COM 036752103 7,512 2,319 44.66 3,895 59.11 0.4876
2024-01-26 2023-12-31 13F ELEVANCE HEALTH COM 036752103 5,193 1,911 58.23 2,449 71.31 0.3321
2023-10-12 2023-09-30 13F ELEVANCE HEALTH COM 036752103 3,282 272 9.04 1,429 6.88 0.2177
2023-07-24 2023-06-30 13F ELEVANCE HEALTH COM 036752103 3,010 1,114 58.76 1,337 53.50 0.1934
2023-04-24 2023-03-31 13F ELEVANCE HEALTH COM 036752103 1,896 497 35.53 872 21.48 0.1360
2023-01-24 2022-12-31 13F ELEVANCE HEALTH COM 036752103 1,399 1,315 1,565.48 717 1,786.84 0.1164
2022-10-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 84 0 0.00 38 -5.00 0.0069
2022-07-25 2022-06-30 13F ELEVANCE HEALTH COM 036752103 84 9 12.00 40 8.11 0.0070
2022-04-26 2022-03-31 13F ANTHEM COM 036752103 75 0 0.00 37 5.71 0.0055
2022-01-31 2021-12-31 13F ANTHEM COM 036752103 75 -175 -70.00 35 -62.37 0.0048
2021-10-20 2021-09-30 13F ANTHEM COM 036752103 250 25 11.11 93 8.14 0.0141
2021-07-26 2021-06-30 13F ANTHEM COM 036752103 225 0 0.00 86 6.17 0.0131
2021-04-20 2021-03-31 13F ANTHEM COM 036752103 225 50 28.57 81 44.64 0.0129
2021-01-25 2020-12-31 13F ANTHEM COM 036752103 175 75 75.00 56 107.41 0.0096
2020-10-16 2020-09-30 13F ANTHEM COM 036752103 100 -6 -5.66 27 -3.57 0.0052
2020-07-14 2020-06-30 13F ANTHEM COM 036752103 106 6 6.00 28 21.74 0.0061
2020-04-20 2020-03-31 13F ANTHEM COM 036752103 100 0 0.00 23 -23.33 0.0066
2020-01-27 2019-12-31 13F ANTHEM COM 036752103 100 0 0.00 30 25.00 0.0061
2019-10-15 2019-09-30 13F ANTHEM COM 036752103 100 40 66.67 24 41.18 0.0053
2019-07-17 2019-06-30 13F ANTHEM COM 036752103 60 0 0.00 17 0.00 0.0038
2019-04-15 2019-03-31 13F ANTHEM COM 036752103 60 0 0.00 17 6.25 0.0040
2019-01-22 2018-12-31 13F ANTHEM COM 036752103 60 -20 -25.00 16 -27.27 0.0044
2018-10-15 2018-09-30 13F ANTHEM COM 036752103 80 0 0.00 22 15.79 0.0049
2018-07-23 2018-06-30 13F ANTHEM COM 036752103 80 0 0.00 19 5.56 0.0045
2018-04-25 2018-03-31 13F ANTHEM COM 036752103 80 0 0.00 18 0.00 0.0044
2018-02-06 2017-12-31 13F ANTHEM COM 036752103 80 80 18 0.0043
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.