Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionWedbush Securities Inc
Latest Disclosed Ownership2,332 shares
Latest Disclosed Value $ 683
Wedbush Securities Inc reports 4.81% increase in ownership of ELV / Elevance Health, Inc.

On April 21, 2026 - Wedbush Securities Inc filed a 13F-HR form disclosing ownership of 2,332 shares of Elevance Health, Inc. (AT:ELV) valued at $683 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,225 shares of Elevance Health, Inc..

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)
2026-04-21 2026-03-31 13F ELEVANCE HEALTH COM 036752103 2,332 107 4.81 1 0.0199
2026-02-12 2025-12-31 13F ELEVANCE HEALTH COM 036752103 2,225 -69 -3.01 1 0.0228
2025-11-06 2025-09-30 13F ELEVANCE HEALTH COM 036752103 2,294 -173 -7.01 1 0.0242
2025-08-06 2025-06-30 13F ELEVANCE HEALTH COM 036752103 2,467 -153 -5.84 1 -100.00 0.0336
2025-05-06 2025-03-31 13F ELEVANCE HEALTH COM 036752103 2,620 8 0.31 1 0.0418
2025-02-13 2024-12-31 13F ELEVANCE HEALTH COM 036752103 2,612 -384 -12.82 1 -100.00 0.0343
2024-11-08 2024-09-30 13F ELEVANCE HEALTH COM 036752103 2,996 -835 -21.80 2 -50.00 0.0578
2024-08-07 2024-06-30 13F ELEVANCE HEALTH COM 036752103 3,831 -22 -0.57 2 100.00 0.0742
2024-05-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 3,853 573 17.47 2 0.00 0.0745
2024-02-12 2023-12-31 13F ELEVANCE HEALTH COM 036752103 3,280 -114 -3.36 2 0.00 0.0685
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 3,394 -175 -4.90 1 0.00 0.0735
2023-08-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 3,569 151 4.42 2 0.00 0.0757
2023-05-09 2023-03-31 13F ELEVANCE HEALTH COM 036752103 3,418 -115 -3.26 2 0.00 0.0787
2023-01-31 2022-12-31 13F ELEVANCE HEALTH COM 036752103 3,533 -498 -12.35 2 -99.95 0.0996
2022-10-18 2022-09-30 13F ELEVANCE HEALTH COM 036752103 4,031 1,469 57.34 1,831 48.14 0.1028
2022-07-21 2022-06-30 13F ELEVANCE HEALTH COM 036752103 2,562 14 0.55 1,236 -1.28 0.0673
2022-04-19 2022-03-31 13F ANTHEM COM 036752103 2,548 -379 -12.95 1,252 -7.74 0.0573
2022-01-13 2021-12-31 13F ANTHEM COM 036752103 2,927 -606 -17.15 1,357 3.04 0.0585
2021-10-08 2021-09-30 13F ANTHEM COM 036752103 3,533 -108 -2.97 1,317 -5.25 0.0625
2021-07-27 2021-06-30 13F ANTHEM COM 036752103 3,641 83 2.33 1,390 8.85 0.0657
2021-04-26 2021-03-31 13F ANTHEM COM 036752103 3,558 3,558 1,277 0.0707
2021-02-16 2020-12-31 13F ANTHEM COM 036752103 0 -3,230 -100.00 0 -100.00
2020-10-20 2020-09-30 13F ANTHEM COM 036752103 3,230 -69 -2.09 867 0.00 0.0831
2020-07-16 2020-06-30 13F ANTHEM COM 036752103 3,299 466 16.45 867 34.84 0.0820
2020-04-17 2020-03-31 13F ANTHEM COM 036752103 2,833 327 13.05 643 -15.06 0.0765
2020-01-16 2019-12-31 13F ANTHEM COM 036752103 2,506 277 12.43 757 41.50 0.0673
2019-10-17 2019-09-30 13F ANTHEM COM 036752103 2,229 119 5.64 535 -10.08 0.0523
2019-08-01 2019-06-30 13F ANTHEM COM 036752103 2,110 285 15.62 595 13.55 0.0598
2019-04-17 2019-03-31 13F ANTHEM COM 036752103 1,825 -36 -1.93 524 7.16 0.0563
2019-01-31 2018-12-31 13F ANTHEM COM 036752103 1,861 -137 -6.86 489 -10.77 0.0625
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 1,998 167 9.12 548 25.69 0.0622
2018-08-03 2018-06-30 13F ANTHEM COM 036752103 1,831 652 55.30 436 68.34 0.0541
2018-05-01 2018-03-31 13F ANTHEM COM 036752103 1,179 1,179 259 0.0338
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.