Welch & Forbes LLC

Position in CVS — CVS HEALTH Corp

CIK 105495 Boston, MA

Position in CVS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,621,889

+$580,140 QoQ

Shares Held

15,678

+8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#801

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Healthcare · as of Jun 30, 2026

Welch & Forbes LLC holds $4,979,599 across 3 Healthcare Plans names. CVS ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	8,685	$2,394,280
2	CVS	CVS HEALTH Corp This page	15,678	$1,621,889
3	UNH	Unitedhealth Group Inc	2,318	$963,430

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,621,889	15,678	+8.1%	Shares	Sole	2026-07-30
2026-03-31	$1,041,749	14,505	-15.7%	Shares	Sole	2026-05-01
2025-12-31	$1,365,230	17,203	+1.0%	Shares	Sole	2026-02-10
2025-09-30	$1,283,891	17,030	-25.1%	Shares	Sole	2025-11-04
2025-06-30	$1,568,191	22,734	-31.2%	Shares	Sole	2025-08-05
2025-03-31	$2,238,866	33,046	-17.8%	Shares	Sole	2025-05-02
2024-12-31	$1,803,635	40,179	-21.4%	Shares	Sole	2025-02-07
2024-09-30	$3,214,048	51,114	-2.3%	Shares	Sole	2024-11-04
2024-06-30	$3,089,015	52,303	-19.5%	Shares	Sole	2024-08-02
2024-03-31	$5,180,651	64,953	-42.0%	Shares	Sole	2024-05-03
2023-12-31	$8,845,809	112,029	-6.0%	Shares	Sole	2024-02-06
2023-09-30	$8,320,379	119,169	-5.6%	Shares	Sole	2023-11-03
2023-06-30	$8,724,413	126,203	-1.4%	Shares	Sole	2023-07-28
2023-03-31	$9,511,234	127,994	-0.7%	Shares	Sole	2023-04-14
2022-12-31	$12,013,588	128,915	+0.1%	Shares	Sole	2023-02-02
2022-09-30	$12,285,181	128,816	-0.6%	Shares	Sole	2022-10-31
2022-06-30	$12,008,921	129,602	+0.7%	Shares	Sole	2022-07-22
2022-03-31	$13,024,816	128,691	+10.9%	Shares	Sole	2022-04-25
2021-12-31	$11,974,400	116,076	-2.1%	Shares	Sole	2022-01-19
2021-09-30	$10,058,116	118,526	-4.0%	Shares	Sole	2021-10-13
2021-06-30	$10,306,592	123,521	-3.8%	Shares	Sole	2021-07-22
2021-03-31	$9,655,093	128,341	+1.0%	Shares	Sole	2021-04-14
2020-12-31	$8,675,807	127,025	-0.3%	Shares	Sole	2021-01-20
2020-09-30	$7,441,678	127,426	+0.7%	Shares	Sole	2020-10-23
2020-06-30	$8,219,029	126,505	+2.3%	Shares	Sole	2020-07-15
2020-03-31	$7,337,222	123,668	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.