Elevance Health, Inc.
DE ˙ XTRA
333,90 € ↓ -10,80 (-3,13%)
2026-06-03
AKTIENPREIS
SecurityDE:A58 / Elevance Health, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership2,641 shares
Latest Disclosed Value $ 773,521
AE Wealth Management LLC reports 13.64% decrease in ownership of A58 / Elevance Health, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 2,641 shares of Elevance Health, Inc. (DE:A58) valued at $655,760 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,058 shares of Elevance Health, Inc.. This represents a change in shares of -13.64% during the quarter. The current value of the position is $881,830 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 COM 036752103 2,641 -417 -13.64 774 -27.89 0.0001
2026-01-26 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 3,058 468 18.07 1,072 28.08 0.0062
2025-11-03 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,590 -418 -13.90 837 -28.46 0.0053
2025-08-06 2025-06-30 13F ELEVANCE HEALTH COM 036752103 3,008 -587 -16.33 1,170 -25.14 0.0086
2025-05-06 2025-03-31 13F ELEVANCE HEALTH COM 036752103 3,595 225 6.68 1,564 25.74 0.0132
2025-02-13 2024-12-31 13F ELEVANCE HEALTH COM 036752103 3,370 -586 -14.81 1,244 -39.57 0.0105
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 3,956 -1,249 -24.00 2,057 -27.06 0.0187
2024-08-12 2024-06-30 13F ELEVANCE HEALTH COM 036752103 5,205 637 13.94 2,820 19.04 0.0282
2024-05-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 4,568 -11,476 -71.53 2,369 -69.48 0.0268
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 16,044 -3,132 -16.33 7,762 -7.03 0.0396
2023-10-11 2023-09-30 13F ELEVANCE HEALTH COM 036752103 19,176 891 4.87 8,350 2.78 0.0499
2023-07-10 2023-06-30 13F ELEVANCE HEALTH COM 036752103 18,285 1,528 9.12 8,124 5.43 0.0488
2023-04-14 2023-03-31 13F ELEVANCE HEALTH COM 036752103 16,757 3,362 25.10 7,705 12.14 0.0496
2023-01-31 2022-12-31 13F ELEVANCE HEALTH COM 036752103 13,395 786 6.23 6,871 19.98 0.0497
2022-10-25 2022-09-30 13F ELEVANCE HEALTH COM 036752103 12,609 -2,819 -18.27 5,727 -23.08 0.0454
2022-08-03 2022-06-30 13F ELEVANCE HEALTH COM 036752103 15,428 6,271 68.48 7,445 65.52 0.0596
2022-04-18 2022-03-31 13F ANTHEM COM 036752103 9,157 570 6.64 4,498 13.02 0.0309
2022-01-20 2021-12-31 13F ANTHEM COM 036752103 8,587 1,176 15.87 3,980 44.05 0.0278
2021-11-01 2021-09-30 13F ANTHEM COM 036752103 7,411 -248 -3.24 2,763 -5.51 0.0228
2021-07-21 2021-06-30 13F ANTHEM COM 036752103 7,659 26 0.34 2,924 6.72 0.0255
2021-04-27 2021-03-31 13F ANTHEM COM 036752103 7,633 923 13.76 2,740 27.15 0.0277
2021-02-01 2020-12-31 13F ANTHEM COM 036752103 6,710 -10,152 -60.21 2,155 -52.42 0.0244
2020-11-06 2020-09-30 13F ANTHEM COM 036752103 16,862 9,273 122.19 4,529 126.90 0.0646
2020-08-05 2020-06-30 13F ANTHEM COM 036752103 7,589 2,108 38.46 1,996 60.45 0.0308
2020-05-07 2020-03-31 13F ANTHEM COM 036752103 5,481 267 5.12 1,244 -21.02 0.0286
2020-01-15 2019-12-31 13F ANTHEM COM 036752103 5,214 98 1.92 1,575 28.26 0.0342
2019-11-05 2019-09-30 13F ANTHEM COM 036752103 5,116 341 7.14 1,228 -8.90 0.0355
2019-07-22 2019-06-30 13F ANTHEM COM 036752103 4,775 2,678 127.71 1,348 123.92 0.0405
2019-05-14 2019-03-31 13F ANTHEM COM 036752103 2,097 -110 -4.98 602 3.79 0.0418
2019-02-14 2018-12-31 13F ANTHEM COM 036752103 2,207 476 27.50 580 22.36 0.0993
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 1,731 1,731 474 0.0261
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.