Elevance Health, Inc.
DE ˙ XTRA
333,90 € ↓ -10,80 (-3,13%)
2026-06-03
AKTIENPREIS
SecurityDE:A58 / Elevance Health, Inc.
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership113 shares
Latest Disclosed Value $ 33,081
Bogart Wealth, LLC reports 3.67% increase in ownership of A58 / Elevance Health, Inc.

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 113 shares of Elevance Health, Inc. (DE:A58) valued at $28,058 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 109 shares of Elevance Health, Inc.. This represents a change in shares of 3.67% during the quarter. The current value of the position is $37,731 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)
2026-04-28 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 113 4 3.67 33 -13.16 0.0013
2026-01-30 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 109 4 3.81 38 15.15 0.0015
2025-10-27 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 105 7 7.14 34 -13.16 0.0014
2025-07-30 2025-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 98 -4 -3.92 38 -13.64 0.0016
2025-05-02 2025-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 102 5 5.15 44 25.71 0.0021
2025-01-30 2024-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 97 0 0.00 36 -30.00 0.0017
2024-10-23 2024-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 97 -2 -2.02 50 -5.66 0.0024
2024-07-31 2024-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 99 0 0.00 54 3.92 0.0027
2024-04-25 2024-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 99 70 241.38 51 292.31 0.0026
2024-02-07 2023-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 29 0 0.00 14 8.33 0.0008
2023-10-30 2023-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 29 0 0.00 13 0.00 0.0008
2023-07-31 2023-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 29 0 0.00 13 -7.69 0.0008
2023-04-21 2023-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 29 -23 -44.23 13 -50.00 0.0009
2023-02-06 2022-12-31 13F ELEVANCE HEALTH INC COM Stock 036752103 52 23 79.31 27 100.00 0.0019
2022-11-03 2022-09-30 13F ELEVANCE HEALTH INC COM Stock 036752103 29 0 0.00 13 -7.14 0.0011
2022-07-22 2022-06-30 13F ELEVANCE HEALTH INC COM Stock 036752103 29 0 0.00 14 0.00 0.0012
2022-04-22 2022-03-31 13F ANTHEM INC COM Stock 036752103 29 0 0.00 14 7.69 0.0012
2022-01-19 2021-12-31 13F ANTHEM INC COM Stock 036752103 29 0 0.00 13 18.18 0.0012
2021-10-15 2021-09-30 13F ANTHEM INC COM Stock 036752103 29 0 0.00 11 0.00 0.0011
2021-08-06 2021-06-30 13F ANTHEM INC COM Stock 036752103 29 -7 -19.44 11 -15.38 0.0012
2021-04-16 2021-03-31 13F ANTHEM INC COM Stock 036752103 36 8 28.57 13 62.50 0.0018
2021-01-14 2020-12-31 13F ANTHEM INC COM Stock 036752103 28 0 0.00 8 14.29 0.0015
2020-10-06 2020-09-30 13F ANTHEM INC COM Stock 036752103 28 0 0.00 7 0.00 0.0016
2020-07-08 2020-06-30 13F ANTHEM INC COM Stock 036752103 28 -3 -9.68 7 0.00 0.0016
2020-04-20 2020-03-31 13F ANTHEM INC COM Stock 036752103 31 0 0.00 7 -22.22 0.0019
2020-02-10 2019-12-31 13F ANTHEM INC COM Stock 036752103 31 17 121.43 9 200.00 0.0029
2019-11-06 2019-09-30 13F/A-1 ANTHEM INC COM Stock 036752103 14 4 40.00 3 50.00 0.0015
2019-10-10 2019-09-30 13F ANTHEM INC COM Stock 036752103 14 4 3 0.0014
2019-07-11 2019-06-30 13F ANTHEM INC COM Stock 036752103 10 5 100.00 2 100.00 0.0012
2019-04-08 2019-03-31 13F ANTHEM INC COM Stock 036752103 5 0 0.00 1 0.00 0.0005
2019-01-15 2018-12-31 13F ANTHEM INC COM Stock 036752103 5 5 1 0.0005
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.