Elevance Health, Inc.
US ˙ NYSE

SecurityELV / Elevance Health, Inc.
InstitutionKeystone Financial Group
Latest Disclosed Ownership1,624 shares
Latest Disclosed Value $ 501,247
Keystone Financial Group reports 15.59% decrease in ownership of ELV / Elevance Health, Inc.

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 1,624 shares of Elevance Health, Inc. (US:ELV) valued at $475,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,924 shares of Elevance Health, Inc.. This represents a change in shares of -15.59% during the quarter. The current value of the position is $674,821 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)
2026-05-13 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY Equtities 036752103 1,624 -300 -15.59 501 -25.67 0.0337
2026-02-06 2025-12-31 13F ELEVANCE HEALTH Equities 036752103 1,924 275 16.68 674 25.98 0.0499
2025-11-17 2025-09-30 13F/A-1 ELEVANCE HEALTH Common Stock 036752103 1,649 1 0.06 535 -12.30 0.0409
2025-11-14 2025-09-30 13F ELEVANCE HEALTH Common Stock 036752103 1,648 0 611 0.0485
2025-08-13 2025-06-30 13F ELEVANCE HEALTH Common Stock 036752103 1,648 -518 -23.92 611 -34.76 0.0551
2025-05-13 2025-03-31 13F ELEVANCE HEALTH Common Stock 036752103 2,166 487 29.01 936 49.84 0.0951
2025-02-13 2024-12-31 13F ELEVANCE HEALTH Common Stock 036752103 1,679 309 22.55 625 -12.36 0.0614
2025-02-19 2024-09-30 13F/A-3 ELEVANCE HEALTH Common Stock 036752103 1,370 60 4.58 713 0.42 0.0912
2025-02-18 2024-09-30 13F/A-2 ELEVANCE HEALTH Common Stock 036752103 5,551 4,241 712 0.0927
2024-11-12 2024-09-30 13F ELEVANCE HEALTH Common Stock 036752103 1,370 60 713 0.2352
2024-07-31 2024-06-30 13F ELEVANCE HEALTH Common Stock 036752103 1,310 28 2.18 710 6.78 0.2542
2024-05-08 2024-03-31 13F ELEVANCE HEALTH Common Stock 036752103 1,282 -54 -4.04 665 5.40 0.0968
2024-02-14 2023-12-31 13F/A-1 ELEVANCE HEALTH Common Stock 036752103 1,336 -69 -4.91 630 3.11 0.1095
2024-02-09 2023-12-31 13F ELEVANCE HEALTH Common Stock 036752103 1,336 -69 630 0.1095
2023-11-06 2023-09-30 13F ELEVANCE HEALTH Common Stock 036752103 1,405 1 0.07 612 -1.93 0.1024
2023-08-07 2023-06-30 13F ELEVANCE HEALTH Common Stock 036752103 1,404 2 0.14 624 -13.23 0.1061
2023-02-07 2022-12-31 13F ELEVANCE HEALTH Common Stock 036752103 1,402 1 0.07 719 12.89 0.1419
2022-11-10 2022-09-30 13F ELEVANCE HEALTH Common Stock 036752103 1,401 1 0.07 636 -5.78 0.1290
2022-08-05 2022-06-30 13F ELEVANCE HEALTH Common Stock 036752103 1,400 429 44.18 675 41.51 0.1338
2022-05-13 2022-03-31 13F ANTHEM Common Stock 036752103 971 -437 -31.04 477 -26.95 0.0810
2022-02-11 2021-12-31 13F ANTHEM Common Stock 036752103 1,408 1 0.07 653 24.38 0.1071
2021-11-12 2021-09-30 13F ANTHEM Common Stock 036752103 1,407 75 5.63 525 3.14 0.0950
2021-08-13 2021-06-30 13F ANTHEM Common Stock 036752103 1,332 -61 -4.38 509 1.80 0.0922
2021-05-11 2021-03-31 13F ANTHEM Common Stock 036752103 1,393 562 67.63 500 87.27 0.0974
2021-02-10 2020-12-31 13F ANTHEM Common Stock 036752103 831 831 267 0.0555
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.