Elevance Health, Inc.
DE ˙ XTRA
333,90 € ↓ -10,80 (-3,13%)
2026-06-03
DEL PRIS
SecurityDE:A58 / Elevance Health, Inc.
InstitutionSigma Planning Corp
Latest Disclosed Ownership1,553 shares
Latest Disclosed Value $ 454,736
Sigma Planning Corp reports 1.21% decrease in ownership of A58 / Elevance Health, Inc.

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 1,553 shares of Elevance Health, Inc. (DE:A58) valued at $385,610 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,572 shares of Elevance Health, Inc.. This represents a change in shares of -1.21% during the quarter. The current value of the position is $518,547 USD.

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)
2026-05-04 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,553 -19 -1.21 455 -17.45 0.0126
2026-01-30 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,572 -90 -5.42 551 2.42 0.0152
2025-11-10 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,662 -233 -12.30 537 -27.14 0.0153
2025-08-05 2025-06-30 13F ELEVANCE HEALTH COM 036752103 1,895 -299 -13.63 737 -22.75 0.0222
2025-05-02 2025-03-31 13F ELEVANCE HEALTH COM 036752103 2,194 174 8.61 955 28.05 0.0304
2025-02-03 2024-12-31 13F ELEVANCE HEALTH COM 036752103 2,020 -365 -15.30 745 -39.92 0.0234
2024-11-04 2024-09-30 13F ELEVANCE HEALTH COM 036752103 2,385 109 4.79 1,240 0.57 0.0380
2024-08-06 2024-06-30 13F ELEVANCE HEALTH COM 036752103 2,276 39 1.74 1,233 6.29 0.0391
2024-05-02 2024-03-31 13F ELEVANCE HEALTH COM 036752103 2,237 1,578 239.45 1,160 274.19 0.0365
2024-02-01 2023-12-31 13F ELEVANCE HEALTH COM 036752103 659 -461 -41.16 311 -36.34 0.0243
2023-11-06 2023-09-30 13F ELEVANCE HEALTH COM 036752103 1,120 -830 -42.56 488 -43.76 0.0183
2023-08-02 2023-06-30 13F ELEVANCE HEALTH COM 036752103 1,950 -398 -16.95 866 -19.74 0.0311
2023-05-08 2023-03-31 13F ELEVANCE HEALTH COM 036752103 2,348 601 34.40 1,080 20.42 0.0359
2023-01-24 2022-12-31 13F ELEVANCE HEALTH COM 036752103 1,747 -367 -17.36 896 -6.67 0.0320
2022-11-10 2022-09-30 13F ELEVANCE HEALTH COM 036752103 2,114 -69 -3.16 960 -8.92 0.0366
2022-08-11 2022-06-30 13F ELEVANCE HEALTH COM 036752103 2,183 63 2.97 1,054 1.15 0.0366
2022-04-20 2022-03-31 13F ANTHEM COM 036752103 2,120 -180 -7.83 1,042 -2.25 0.0312
2022-02-02 2021-12-31 13F ANTHEM INC COM Stock 036752103 2,300 -15 -0.65 1,066 23.52 0.0297
2021-10-28 2021-09-30 13F ANTHEM COM 036752103 2,315 -106 -4.38 863 -6.70 0.0260
2021-08-13 2021-06-30 13F ANTHEM INC COM Stock 036752103 2,421 509 26.62 925 34.84 0.0276
2021-05-06 2021-03-31 13F ANTHEM INC COM Stock 036752103 1,912 221 13.07 686 26.34 0.0219
2021-02-09 2020-12-31 13F ANTHEM COM 036752103 1,691 -433 -20.39 543 -4.90 0.0185
2020-11-03 2020-09-30 13F ANTHEM COM 036752103 2,124 -203 -8.72 571 -6.70 0.0226
2020-07-31 2020-06-30 13F ANTHEM COM 036752103 2,327 586 33.66 612 54.94 0.0269
2020-05-01 2020-03-31 13F ANTHEM COM 036752103 1,741 86 5.20 395 -21.00 0.0235
2020-02-03 2019-12-31 13F ANTHEM COM 036752103 1,655 -164 -9.02 500 14.42 0.0211
2019-11-01 2019-09-30 13F ANTHEM COM 036752103 1,819 -744 -29.03 437 -39.64 0.0210
2019-08-01 2019-06-30 13F ANTHEM COM 036752103 2,563 -8,999 -77.83 724 -78.18 0.0373
2019-05-01 2019-03-31 13F ANTHEM COM 036752103 11,562 9,913 601.15 3,318 666.28 0.1884
2019-01-31 2018-12-31 13F ANTHEM COM 036752103 1,649 -1,147 -41.02 433 -43.47 0.0315
2018-11-07 2018-09-30 13F ANTHEM COM 036752103 2,796 52 1.90 766 17.30 0.0450
2018-08-02 2018-06-30 13F ANTHEM COM 036752103 2,744 -203 -6.89 653 0.77 0.0437
2018-05-11 2018-03-31 13F ANTHEM COM 036752103 2,947 1,076 57.51 648 53.92 0.0474
2018-02-07 2017-12-31 13F ANTHEM COM 036752103 1,871 110 6.25 421 26.05 0.0324
2017-11-06 2017-09-30 13F ANTHEM COM 036752103 1,761 349 24.72 334 25.56 0.0275
2017-08-02 2017-06-30 13F ANTHEM COM 036752103 1,412 119 9.20 266 24.30 0.0250
2017-04-24 2017-03-31 13F ANTHEM COM 036752103 1,293 1,293 214 0.0207
2016-11-07 2016-09-30 13F ANTHEM COM 036752103 0 -1,546 -100.00 0 -100.00
2016-07-22 2016-06-30 13F ANTHEM COM 036752103 1,546 83 5.67 203 0.00 0.0265
2016-04-18 2016-03-31 13F ANTHEM COM 036752103 1,463 4 0.27 203 0.00 0.0277
2016-01-20 2015-12-31 13F ANTHEM COM 036752103 1,459 1,459 203 0.0284
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.