Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionWealthCollab, LLC
Latest Disclosed Ownership91 shares
Latest Disclosed Value $ 26,641
WealthCollab, LLC reports 42.19% increase in ownership of ELV / Elevance Health, Inc.

On May 13, 2026 - WealthCollab, LLC filed a 13F-HR form disclosing ownership of 91 shares of Elevance Health, Inc. (AT:ELV) valued at $26,641 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 64 shares of Elevance Health, Inc.. This represents a change in shares of 42.19% 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)
2026-05-13 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 91 27 42.19 27 18.18 0.0110
2026-01-27 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 64 -10 -13.51 22 -4.35 0.0092
2025-11-13 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 74 -43 -36.75 24 -48.89 0.0110
2025-08-15 2025-06-30 13F ELEVANCE HEALTH COM 036752103 117 -12 -9.30 46 -19.64 0.0254
2025-05-14 2025-03-31 13F ELEVANCE HEALTH COM 036752103 129 99 330.00 56 409.09 0.0346
2025-02-14 2024-12-31 13F ELEVANCE HEALTH COM 036752103 30 9 42.86 11 10.00 0.0071
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 21 7 50.00 11 42.86 0.0071
2024-08-14 2024-06-30 13F/A-1 ELEVANCE HEALTH COM 036752103 14 0 0.00 8 0.00 0.0054
2024-08-13 2024-06-30 13F ELEVANCE HEALTH COM 036752103 14 0 7 0.0048
2024-05-10 2024-03-31 13F ELEVANCE HEALTH COM 036752103 14 0 0.00 7 16.67 0.0054
2024-04-03 2023-12-31 13F ELEVANCE HEALTH COM 036752103 14 14 7 0.0052
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.