Elevance Health, Inc.
US ˙ NYSE

SecurityELV / Elevance Health, Inc.
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
First Foundation Advisors closes position in ELV / Elevance Health, Inc.

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 0 shares of Elevance Health, Inc. (US:ELV) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 740 shares of Elevance Health, Inc.. The current value of the position is $0 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 0 -100.00 0
2026-02-04 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 740 -103 -12.22 259 -4.78 0.0098
2025-11-17 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 843 -50 -5.60 272 -21.61 0.0101
2025-08-14 2025-06-30 13F ELEVANCE HEALTH COM 036752103 893 -159 -15.11 347 -24.07 0.0129
2025-05-08 2025-03-31 13F ELEVANCE HEALTH COM 036752103 1,052 -22 -2.05 458 15.40 0.0186
2025-02-13 2024-12-31 13F ELEVANCE HEALTH COM 036752103 1,074 -126 -10.50 396 -36.54 0.0149
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 1,200 -74 -5.81 624 -9.57 0.0235
2024-08-06 2024-06-30 13F ELEVANCE HEALTH COM 036752103 1,274 1 0.08 690 4.55 0.0264
2024-05-10 2024-03-31 13F ELEVANCE HEALTH COM 036752103 1,273 -307 -19.43 660 -11.41 0.0264
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 1,580 -1,560 -49.68 745 -45.50 0.0340
2023-11-15 2023-09-30 13F ELEVANCE HEALTH COM 036752103 3,140 216 7.39 1,367 5.23 0.0639
2023-08-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 2,924 -272 -8.51 1,299 -11.57 0.0561
2023-05-12 2023-03-31 13F ELEVANCE HEALTH COM 036752103 3,196 -6,494 -67.02 1,470 -70.44 0.0676
2023-02-14 2022-12-31 13F ELEVANCE HEALTH COM 036752103 9,690 -2,464 -20.27 4,971 -9.98 0.2381
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 12,154 -4,483 -26.95 5,521 -31.24 0.2704
2022-08-12 2022-06-30 13F ELEVANCE HEALTH COM 036752103 16,637 -28,237 -62.93 8,029 -63.58 0.3546
2022-05-05 2022-03-31 13F ANTHEM COM 036752103 44,874 -7,924 -15.01 22,043 -9.93 0.7958
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 52,798 463 0.88 24,473 25.44 0.8411
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 52,335 2,137 4.26 19,510 1.79 0.7282
2021-08-13 2021-06-30 13F ANTHEM COM 036752103 50,198 3,816 8.23 19,166 15.12 0.7381
2021-05-18 2021-03-31 13F ANTHEM COM 036752103 46,382 4,051 9.57 16,649 22.49 0.7139
2021-02-16 2020-12-31 13F ANTHEM COM 036752103 42,331 975 2.36 13,592 22.36 0.6026
2020-11-12 2020-09-30 13F Anthem COM 036752103 41,356 -562 -1.34 11,108 0.77 0.5154
2020-08-14 2020-06-30 13F Anthem COM 036752103 41,918 734 1.78 11,023 17.89 0.5683
2020-05-11 2020-03-31 13F Anthem COM 036752103 41,184 991 2.47 9,350 -22.98 0.5729
2020-02-11 2019-12-31 13F Anthem COM 036752103 40,193 1,566 4.05 12,140 30.90 0.6007
2019-11-12 2019-09-30 13F Anthem COM 036752103 38,627 2,382 6.57 9,274 -9.34 0.4951
2019-08-14 2019-06-30 13F Anthem COM 036752103 36,245 26,288 264.02 10,229 258.03 0.5728
2019-05-13 2019-03-31 13F Anthem COM 036752103 9,957 8,357 522.31 2,857 580.24 0.1693
2019-02-14 2018-12-31 13F Anthem COM 036752103 1,600 1,600 420 0.0265
2018-05-15 2018-03-31 13F Anthem COM 036752103 0 -1,110 -100.00 0 -100.00
2018-02-14 2017-12-31 13F Anthem COM 036752103 1,110 54 5.11 250 24.38 0.0135
2017-11-14 2017-09-30 13F Anthem COM 036752103 1,056 1,056 201 0.0114
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.