Elevance Health, Inc.
DE ˙ XTRA
333,90 € ↓ -10,80 (-3,13%)
2026-06-03
AKTIENPREIS
SecurityDE:A58 / Elevance Health, Inc.
InstitutionPlancorp, LLC
Latest Disclosed Ownership1,661 shares
Latest Disclosed Value $ 517,451
Plancorp, LLC reports 9.28% decrease in ownership of A58 / Elevance Health, Inc.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 1,661 shares of Elevance Health, Inc. (DE:A58) valued at $412,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,831 shares of Elevance Health, Inc.. This represents a change in shares of -9.28% during the quarter. The current value of the position is $554,608 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)
2026-04-14 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,661 -170 -9.28 517 -19.34 0.0147
2026-02-05 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,831 215 13.30 642 22.80 0.0194
2025-10-15 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,616 20 1.25 522 -15.81 0.0164
2025-07-16 2025-06-30 13F ELEVANCE HEALTH COM 036752103 1,596 21 1.33 621 -9.49 0.0215
2025-05-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 1,575 11 0.70 685 18.92 0.0272
2025-02-11 2024-12-31 13F ELEVANCE HEALTH COM 036752103 1,564 -58 -3.58 577 -31.67 0.0237
2024-11-12 2024-09-30 13F ELEVANCE HEALTH COM 036752103 1,622 9 0.56 843 -3.55 0.0344
2024-08-09 2024-06-30 13F ELEVANCE HEALTH COM 036752103 1,613 14 0.88 874 5.43 0.0379
2024-05-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 1,599 55 3.56 829 13.87 0.0360
2024-02-09 2023-12-31 13F ELEVANCE HEALTH COM 036752103 1,544 77 5.25 728 14.11 0.0349
2023-11-08 2023-09-30 13F ELEVANCE HEALTH COM 036752103 1,467 17 1.17 639 -0.93 0.0342
2023-07-26 2023-06-30 13F ELEVANCE HEALTH COM 036752103 1,450 6 0.42 644 -2.87 0.0347
2023-05-11 2023-03-31 13F ELEVANCE HEALTH COM 036752103 1,444 -3 -0.21 664 -10.65 0.0373
2023-02-14 2022-12-31 13F ELEVANCE HEALTH COM 036752103 1,447 3 0.21 742 13.11 0.0438
2022-11-10 2022-09-30 13F ELEVANCE HEALTH COM 036752103 1,444 8 0.56 656 -5.34 0.0438
2022-08-04 2022-06-30 13F ELEVANCE HEALTH COM 036752103 1,436 0 0.00 693 -1.70 0.0437
2022-05-13 2022-03-31 13F ANTHEM COM 036752103 1,436 32 2.28 705 8.29 0.0459
2022-02-11 2021-12-31 13F ANTHEM COM 036752103 1,404 -38 -2.64 651 21.00 0.0413
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 1,442 32 2.27 538 0.00 0.0372
2021-08-13 2021-06-30 13F ANTHEM COM 036752103 1,410 0 0.00 538 6.32 0.0422
2021-05-14 2021-03-31 13F ANTHEM COM 036752103 1,410 -4 -0.28 506 11.45 0.1115
2021-02-09 2020-12-31 13F ANTHEM COM 036752103 1,414 7 0.50 454 20.11 0.1119
2020-11-16 2020-09-30 13F ANTHEM COM 036752103 1,407 -2 -0.14 378 1.89 0.1147
2020-08-11 2020-06-30 13F ANTHEM COM 036752103 1,409 11 0.79 371 17.03 0.1118
2020-05-14 2020-03-31 13F ANTHEM COM 036752103 1,398 24 1.75 317 -23.61 0.1227
2020-02-03 2019-12-31 13F ANTHEM COM 036752103 1,374 0 0.00 415 25.76 0.1272
2019-11-12 2019-09-30 13F ANTHEM COM 036752103 1,374 -13 -0.94 330 -15.60 0.1259
2019-08-13 2019-06-30 13F ANTHEM COM 036752103 1,387 16 1.17 391 -0.51 0.1548
2019-05-14 2019-03-31 13F ANTHEM COM 036752103 1,371 57 4.34 393 13.91 0.1488
2019-02-14 2018-12-31 13F ANTHEM COM 036752103 1,314 14 1.08 345 -3.09 0.1566
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 1,300 0 0.00 356 15.21 0.1401
2018-08-14 2018-06-30 13F ANTHEM COM 036752103 1,300 0 0.00 309 8.04 0.1234
2018-04-16 2018-03-31 13F ANTHEM COM 036752103 1,300 0 0.00 286 -2.05 0.0914
2018-01-19 2017-12-31 13F ANTHEM COM 036752103 1,300 0 0.00 292 18.70 0.0953
2017-10-11 2017-09-30 13F ANTHEM COM 036752103 1,300 0 0.00 246 0.82 0.0727
2017-07-25 2017-06-30 13F ANTHEM COM 036752103 1,300 0 0.00 244 14.02 0.0725
2017-05-12 2017-03-31 13F ANTHEM COM 036752103 1,300 1,300 214 0.0625
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.