Elevance Health, Inc.
US ˙ NYSE

SecurityELV / Elevance Health, Inc.
InstitutionCypress Wealth Services, LLC
Latest Disclosed Ownership1,926 shares
Latest Disclosed Value $ 563,846
Cypress Wealth Services, LLC ownership in ELV / Elevance Health, Inc.

On April 15, 2026 - Cypress Wealth Services, LLC filed a 13F-HR form disclosing ownership of 1,926 shares of Elevance Health, Inc. (US:ELV) valued at $563,836 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 0 shares of Elevance Health, Inc.. The current value of the position is $753,586 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)
2026-04-15 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,926 1,926 564 0.0796
2026-01-14 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 0 -972 -100.00 0 -100.00
2025-10-15 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 972 41 4.40 314 -13.26 0.0515
2025-07-28 2025-06-30 13F ELEVANCE HEALTH COM 036752103 931 -38 -3.92 362 -14.01 0.0649
2025-04-10 2025-03-31 13F ELEVANCE HEALTH COM 036752103 969 173 21.73 421 43.69 0.0855
2025-01-15 2024-12-31 13F ELEVANCE HEALTH COM 036752103 796 117 17.23 294 -17.00 0.0590
2024-10-09 2024-09-30 13F ELEVANCE HEALTH COM 036752103 679 23 3.51 353 -0.56 0.0731
2024-07-12 2024-06-30 13F ELEVANCE HEALTH COM 036752103 656 64 10.81 356 15.64 0.0792
2024-04-16 2024-03-31 13F ELEVANCE HEALTH COM 036752103 592 22 3.86 307 14.55 0.0715
2024-01-11 2023-12-31 13F ELEVANCE HEALTH COM 036752103 570 31 5.75 269 14.53 0.0670
2023-10-13 2023-09-30 13F ELEVANCE HEALTH COM 036752103 539 539 235 0.0650
2022-10-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 0 -444 -100.00 0 -100.00
2022-07-27 2022-06-30 13F ELEVANCE HEALTH COM 036752103 444 7 1.60 214 -0.47 0.0683
2022-04-22 2022-03-31 13F ANTHEM COM 036752103 437 437 215 0.0586
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.