Elevance Health, Inc.
US ˙ NYSE

SecurityELV / Elevance Health, Inc.
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership2,608 shares
Latest Disclosed Value $ 763,481
Bedel Financial Consulting, Inc. reports 2.61% decrease in ownership of ELV / Elevance Health, Inc.

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 2,608 shares of Elevance Health, Inc. (US:ELV) valued at $763,492 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,678 shares of Elevance Health, Inc.. This represents a change in shares of -2.61% during the quarter. The current value of the position is $1,083,702 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 2,608 -70 -2.61 763 -18.66 0.0848
2026-01-28 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,678 427 18.97 939 29.02 0.1010
2025-11-07 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,251 220 10.83 727 -7.86 0.0929
2025-08-12 2025-06-30 13F ELEVANCE HEALTH COM 036752103 2,031 0 0.00 790 -6.07 0.1078
2025-05-07 2025-03-31 13F ELEVANCE HEALTH COM 036752103 2,031 435 27.26 841 31.05 0.1205
2025-02-06 2024-12-31 13F ELEVANCE HEALTH COM 036752103 1,596 334 26.47 642 -2.29 0.0891
2024-11-12 2024-09-30 13F ELEVANCE HEALTH COM 036752103 1,262 -66 -4.97 656 -8.76 0.0926
2024-08-05 2024-06-30 13F ELEVANCE HEALTH COM 036752103 1,328 81 6.50 720 11.30 0.1055
2024-05-07 2024-03-31 13F ELEVANCE HEALTH COM 036752103 1,247 20 1.63 647 11.76 0.1014
2024-02-13 2023-12-31 13F/A-1 ELEVANCE HEALTH COM 036752103 1,227 0 0.00 579 8.24 0.1060
2024-02-08 2023-12-31 13F ELEVANCE HEALTH COM 036752103 1,227 0 579 0.1060
2024-02-08 2023-09-30 13F ELEVANCE HEALTH COM 036752103 1,227 0 0.00 534 -2.02 0.1082
2023-08-10 2023-06-30 13F ELEVANCE HEALTH COM 036752103 1,227 0 0.00 545 -3.37 0.1139
2023-05-02 2023-03-31 13F ELEVANCE HEALTH COM 036752103 1,227 0 0.00 564 -10.33 0.1374
2023-02-07 2022-12-31 13F ELEVANCE HEALTH COM 036752103 1,227 0 0.00 629 -2.93 0.1565
2022-11-08 2022-09-30 13F ELEVANCE HEALTH COM 036752103 1,227 0 0.00 648 9.46 0.1718
2022-08-04 2022-06-30 13F ELEVANCE HEALTH COM 036752103 1,227 118 10.64 592 8.62 0.1732
2022-04-19 2022-03-31 13F ANTHEM COM 036752103 1,109 -7 -0.63 545 5.42 0.1712
2022-01-11 2021-12-31 13F ANTHEM COM 036752103 1,116 7 0.63 517 25.18 0.1608
2021-10-12 2021-09-30 13F ANTHEM COM 036752103 1,109 0 0.00 413 -2.36 0.1418
2021-08-03 2021-06-30 13F ANTHEM COM 036752103 1,109 0 0.00 423 6.28 0.1472
2021-04-26 2021-03-31 13F ANTHEM COM 036752103 1,109 0 0.00 398 11.80 0.1540
2021-02-02 2020-12-31 13F ANTHEM COM 036752103 1,109 0 0.00 356 19.46 0.1580
2020-10-20 2020-09-30 13F ANTHEM COM 036752103 1,109 0 0.00 298 2.05 0.1490
2020-07-14 2020-06-30 13F ANTHEM COM 036752103 1,109 0 0.00 292 15.87 0.1574
2020-05-06 2020-03-31 13F ANTHEM COM 036752103 1,109 39 3.64 252 -21.98 0.1667
2020-01-28 2019-12-31 13F ANTHEM COM 036752103 1,070 0 0.00 323 25.68 0.1832
2019-10-09 2019-09-30 13F ANTHEM COM 036752103 1,070 0 0.00 257 -14.90 0.1547
2019-08-01 2019-06-30 13F ANTHEM COM 036752103 1,070 0 0.00 302 -1.63 0.1835
2019-05-02 2019-03-31 13F ANTHEM COM 036752103 1,070 0 0.00 307 9.25 0.1958
2019-01-28 2018-12-31 13F ANTHEM COM 036752103 1,070 238 28.61 281 21.65 0.2022
2018-11-01 2018-09-30 13F ANTHEM COM 036752103 832 0 0.00 231 16.67 0.1542
2018-07-18 2018-06-30 13F ANTHEM COM 036752103 832 -15 -1.77 198 6.45 0.1456
2018-05-03 2018-03-31 13F ANTHEM COM 036752103 847 847 186 0.1414
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.