EVERMAY WEALTH MANAGEMENT LLC

Position in CVS — CVS HEALTH Corp

CIK 1066816 ARLINGTON, VA

Position in CVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,069

-$6,681 QoQ

Shares Held

136

-58.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,944

of 2,051 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $893,631 across 4 Healthcare Plans names. CVS ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	1,142	$441,645
2	UNH	Unitedhealth Group Inc	980	$407,317
3	CI	Cigna Group	111	$30,600
4	CVS	CVS HEALTH Corp This page	136	$14,069

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,069	136	-58.8%	Shares	Sole	2026-07-27
2024-09-30	$20,750	330	-86.6%	Shares	Sole	2024-10-25
2024-06-30	$145,701	2,467	-4.8%	Shares	Sole	2024-08-01
2024-03-31	$206,737	2,592	-22.1%	Shares	Sole	2024-05-14
2023-12-31	$262,699	3,327	+1.0%	Shares	Sole	2024-02-12
2023-09-30	$230,056	3,295	0.0%	Shares	Sole	2023-11-14
2023-06-30	$227,783	3,295	+44.3%	Shares	Sole	2023-08-10
2023-03-31	$169,649	2,283	-13.5%	Shares	Sole	2023-05-15
2022-12-31	$245,928	2,639	+18.6%	Shares	Sole	2023-01-19
2022-09-30	$212,198	2,225	0.0%	Shares	Sole	2022-11-14
2022-06-30	$206,168	2,225	0.0%	Shares	Sole	2022-08-15
2022-03-31	$225,192	2,225	+0.7%	Shares	Sole	2022-05-16
2021-12-31	$227,983	2,210	+6.0%	Shares	Sole	2022-02-14
2021-09-30	$176,933	2,085	-41.0%	Shares	Sole	2021-11-12
2021-06-30	$294,960	3,535	+0.9%	Shares	Sole	2021-08-13
2021-03-31	$263,681	3,505	+2.0%	Shares	Sole	2021-05-10
2020-12-31	$234,610	3,435	+1.5%	Shares	Sole	2021-02-16
2020-06-30	$219,923	3,385	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.