Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership2,674 shares
Latest Disclosed Value $ 782,951
Wealthcare Advisory Partners LLC reports 12.30% decrease in ownership of ELV / Elevance Health, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 2,674 shares of Elevance Health, Inc. (AT:ELV) valued at $782,951 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,049 shares of Elevance Health, Inc.. This represents a change in shares of -12.30% 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)
2026-04-14 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,674 -375 -12.30 783 -26.78 0.0152
2026-01-14 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 3,049 -450 -12.86 1,069 -5.49 0.0210
2025-11-07 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 3,499 493 16.40 1,131 -3.34 0.0236
2025-07-22 2025-06-30 13F ELEVANCE HEALTH COM 036752103 3,006 67 2.28 1,169 -8.53 0.0267
2025-04-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 2,939 801 37.46 1,278 62.18 0.0343
2025-01-15 2024-12-31 13F ELEVANCE HEALTH COM 036752103 2,138 621 40.94 789 0.00 0.0219
2024-11-04 2024-09-30 13F ELEVANCE HEALTH COM 036752103 1,517 -154 -9.22 789 -12.93 0.0225
2024-08-12 2024-06-30 13F ELEVANCE HEALTH COM 036752103 1,671 212 14.53 905 19.71 0.0283
2024-04-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 1,459 254 21.08 757 33.10 0.0248
2024-02-06 2023-12-31 13F ELEVANCE HEALTH COM 036752103 1,205 11 0.92 568 9.44 0.0226
2023-10-12 2023-09-30 13F ELEVANCE HEALTH COM 036752103 1,194 148 14.15 520 11.85 0.0239
2023-07-17 2023-06-30 13F ELEVANCE HEALTH COM 036752103 1,046 20 1.95 465 -1.49 0.0208
2023-05-04 2023-03-31 13F ELEVANCE HEALTH COM 036752103 1,026 6 0.59 472 -9.94 0.0203
2023-02-13 2022-12-31 13F ELEVANCE HEALTH COMMON 036752103 1,020 77 8.17 523 22.20 0.0250
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COMMON 036752103 943 74 8.52 428 2.15 0.0244
2022-08-15 2022-06-30 13F ELEVANCE HEALTH COMMON 036752103 869 -146 -14.38 419 -15.86 0.0254
2022-04-15 2022-03-31 13F ANTHEM COMMON 036752103 1,015 54 5.62 498 11.66 0.0302
2022-02-11 2021-12-31 13F ANTHEM COMMON 036752103 961 -266 -21.68 446 -2.62 0.0267
2021-11-15 2021-09-30 13F ANTHEM Equity 036752103 1,227 164 15.43 458 12.81 0.0299
2021-08-16 2021-06-30 13F ANTHEM COMMON 036752103 1,063 -946 -47.09 406 -43.69 0.0272
2021-04-30 2021-03-31 13F ANTHEM COMMON 036752103 2,009 1,026 104.37 721 128.16 0.0522
2021-02-12 2020-12-31 13F ANTHEM COMMON 036752103 983 983 316 0.0281
2020-07-29 2020-06-30 13F ANTHEM COMMON 036752103 0 -678 -100.00 0 -100.00
2020-04-29 2020-03-31 13F ANTHEM COMMON 036752103 678 46 7.28 154 -19.37 0.0226
2020-01-29 2019-12-31 13F ANTHEM INC COM COMMON 036752103 632 1 0.16 191 25.66 0.0243
2019-10-16 2019-09-30 13F ANTHEM INC COM COMMON 036752103 631 -39 -5.82 152 -19.58 0.0221
2019-07-30 2019-06-30 13F ANTHEM INC COM COMMON 036752103 670 64 10.56 189 8.62 0.0299
2019-05-13 2019-03-31 13F ANTHEM INC COM COMMON 036752103 606 1 0.17 174 9.43 0.0297
2019-02-14 2018-12-31 13F ANTHEM INC COM COMMON 036752103 605 -49 -7.49 159 -11.17 0.0309
2018-11-14 2018-09-30 13F ANTHEM INC COM COMMON 036752103 654 -21 -3.11 179 11.18 0.0329
2018-08-13 2018-06-30 13F ANTHEM INC COM COMMON 036752103 675 95 16.38 161 25.78 0.0316
2018-05-14 2018-03-31 13F ANTHEM INC COM COMMON 036752103 580 -335 -36.61 128 -37.86 0.0289
2018-02-14 2017-12-31 13F ANTHEM INC COM COMMON 036752103 915 105 12.96 206 33.77 0.0530
2017-11-15 2017-09-30 13F ANTHEM INC COM COMMON 036752103 810 810 154 0.0458
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.