Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionWealth Architects, LLC
Latest Disclosed Ownership3,059 shares
Latest Disclosed Value $ 895,522
Wealth Architects, LLC reports 1.29% decrease in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - Wealth Architects, LLC filed a 13F-HR form disclosing ownership of 3,059 shares of Elevance Health, Inc. (AT:ELV) valued at $895,522 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,099 shares of Elevance Health, Inc.. This represents a change in shares of -1.29% 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)
2026-05-15 2026-03-31 13F ANTHEM Equities 036752103 3,059 -40 -1.29 896 -17.59 0.0798
2026-02-17 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 3,099 9 0.29 1,086 8.82 0.0979
2025-11-13 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 3,090 -53 -1.69 998 -18.33 0.0943
2025-07-25 2025-06-30 13F ELEVANCE HEALTH COM 036752103 3,143 -14 -0.44 1,223 -11.00 0.1242
2025-05-14 2025-03-31 13F/A-1 ELEVANCE HEALTH COM 036752103 3,157 64 2.07 1,373 20.33 0.1515
2025-05-12 2025-03-31 13F ELEVANCE HEALTH COM 036752103 16,229 13,136 2,535 0.2798
2025-02-10 2024-12-31 13F ELEVANCE HEALTH COM 036752103 3,093 -31 -0.99 1,141 -29.74 0.1288
2024-10-31 2024-09-30 13F ELEVANCE HEALTH COM 036752103 3,124 7 0.22 1,624 -3.79 0.1838
2024-08-08 2024-06-30 13F ELEVANCE HEALTH COM 036752103 3,117 7 0.23 1,689 4.71 0.2063
2024-05-13 2024-03-31 13F ELEVANCE HEALTH COM 036752103 3,110 10 0.32 1,613 10.34 0.2125
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 3,100 6 0.19 1,462 8.46 0.2051
2023-11-09 2023-09-30 13F ELEVANCE HEALTH COM 036752103 3,094 34 1.11 1,347 -0.88 0.2291
2023-08-02 2023-06-30 13F ELEVANCE HEALTH COM 036752103 3,060 -44 -1.42 1,360 -4.77 0.2244
2023-04-21 2023-03-31 13F ELEVANCE HEALTH COM 036752103 3,104 23 0.75 1,427 -9.68 0.2527
2023-02-10 2022-12-31 13F ELEVANCE HEALTH COM 036752103 3,081 5 0.16 1,580 13.10 0.2990
2022-10-24 2022-09-30 13F ELEVANCE HEALTH COM 036752103 3,076 4 0.13 1,397 -5.74 0.2924
2022-07-29 2022-06-30 13F ELEVANCE HEALTH COM 036752103 3,072 -5 -0.16 1,482 -1.92 0.2896
2022-05-17 2022-03-31 13F ANTHEM COM 036752103 3,077 -6 -0.19 1,511 5.74 0.2568
2022-01-19 2021-12-31 13F ANTHEM COM 036752103 3,083 74 2.46 1,429 27.36 0.2505
2021-11-09 2021-09-30 13F ANTHEM COM 036752103 3,009 -6 -0.20 1,122 -2.52 0.2178
2021-08-09 2021-06-30 13F ANTHEM COM 036752103 3,015 -3 -0.10 1,151 6.28 0.2255
2021-04-29 2021-03-31 13F ANTHEM COM 036752103 3,018 56 1.89 1,083 13.88 0.2345
2021-01-28 2020-12-31 13F ANTHEM COM 036752103 2,962 1 0.03 951 19.62 0.2213
2020-11-09 2020-09-30 13F ANTHEM COM 036752103 2,961 -1 -0.03 795 2.05 0.2157
2020-08-14 2020-06-30 13F ANTHEM COM 036752103 2,962 123 4.33 779 20.78 0.2185
2020-04-23 2020-03-31 13F ANTHEM COM 036752103 2,839 6 0.21 645 -24.65 0.2238
2020-01-28 2019-12-31 13F ANTHEM COM 036752103 2,833 -4 -0.14 856 25.70 0.2391
2019-10-23 2019-09-30 13F ANTHEM COM 036752103 2,837 -12 -0.42 681 -15.30 0.2073
2019-07-12 2019-06-30 13F ANTHEM COM 036752103 2,849 -1,259 -30.65 804 -31.81 0.2422
2019-05-01 2019-03-31 13F ANTHEM COM 036752103 4,108 0 0.00 1,179 9.27 0.3676
2019-01-17 2018-12-31 13F ANTHEM COM 036752103 4,108 -7 -0.17 1,079 -4.34 0.3877
2018-10-04 2018-09-30 13F ANTHEM COM 036752103 4,115 -1 -0.02 1,128 15.10 0.3481
2018-07-19 2018-06-30 13F ANTHEM COM 036752103 4,116 0 0.00 980 8.41 0.3172
2018-04-13 2018-03-31 13F ANTHEM COM 036752103 4,116 0 0.00 904 -2.38 0.2994
2018-04-13 2017-12-31 13F/A-1 ANTHEM COM 036752103 4,116 -20 -0.48 926 17.96 0.3037
2018-01-30 2017-12-31 13F ANTHEM COM 036752103 4,116 4,116 926 0.3029
2017-11-08 2017-09-30 13F ANTHEM COM 036752103 4,136 -2 -0.05 785 0.90 0.2730
2017-08-10 2017-06-30 13F ANTHEM COM 036752103 4,138 -2 -0.05 778 13.58 0.2896
2017-05-02 2017-03-31 13F ANTHEM COM 036752103 4,140 0 0.00 685 15.13 0.2722
2017-02-09 2016-12-31 13F ANTHEM COM 036752103 4,140 -4 -0.10 595 14.64 0.2649
2016-11-07 2016-09-30 13F ANTHEM COM 036752103 4,144 0 0.00 519 -4.60 0.2402
2016-08-08 2016-06-30 13F ANTHEM COM 036752103 4,144 4 0.10 544 -5.39 0.2635
2016-05-12 2016-03-31 13F ANTHEM COM 036752103 4,140 -4 -0.10 575 -0.52 0.2870
2016-02-11 2015-12-31 13F ANTHEM COM 036752103 4,144 0 0.00 578 -0.34 0.2857
2015-11-10 2015-09-30 13F ANTHEM COM 036752103 4,144 -5 -0.12 580 -14.83 0.3114
2015-08-06 2015-06-30 13F ANTHEM COM 036752103 4,149 0 0.00 681 6.24 0.3660
2015-04-28 2015-03-31 13F ANTHEM COM 036752103 4,149 0 0.00 641 23.03 0.3691
2015-02-11 2014-12-31 13F ANTHEM COM 036752103 4,149 4,149 521 0.3061
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.