MONETA GROUP INVESTMENT ADVISORS LLC

Position in CVS — CVS HEALTH Corp

CIK 1120927 ST LOUIS, MO

Position in CVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,128,639

+$462,940 QoQ

Shares Held

10,910

+17.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#927

of 2,051 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $19,657,638 across 5 Healthcare Plans names. CVS ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	24,404	$10,143,034
2	CNC	Centene Corp	77,959	$5,004,188
3	CI	Cigna Group	10,954	$3,019,798
4	CVS	CVS HEALTH Corp This page	10,910	$1,128,639
5	ELV	Elevance Health, Inc.	936	$361,979

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,128,639	10,910	+17.7%	Shares	Sole	2026-08-14
2026-03-31	$665,699	9,269	+12.4%	Shares	Sole	2026-05-12
2025-12-31	$654,561	8,248	-13.0%	Shares	Sole	2026-02-12
2025-09-30	$714,923	9,483	-6.6%	Shares	Sole	2025-11-14
2025-06-30	$700,698	10,158	+19.2%	Shares	Sole	2025-08-14
2025-03-31	$577,501	8,524	-22.9%	Shares	Sole	2025-05-15
2024-12-31	$496,348	11,057	+11.7%	Shares	Sole	2025-02-11
2024-09-30	$622,323	9,897	-25.2%	Shares	Sole	2024-11-12
2024-06-30	$781,127	13,226	-6.8%	Shares	Sole	2024-08-13
2024-03-31	$1,132,113	14,194	-4.5%	Shares	Sole	2024-08-13
2023-12-31	$1,173,187	14,858	-11.4%	Shares	Sole	2024-02-15
2023-09-30	$1,170,741	16,768	+6.0%	Shares	Sole	2023-11-15
2023-06-30	$1,093,360	15,816	-8.6%	Shares	Sole	2023-08-15
2023-03-31	$1,286,380	17,311	+4.5%	Shares	Sole	2023-05-15
2022-12-31	$1,544,344	16,572	+10.3%	Shares	Sole	2023-02-16
2022-09-30	$1,433,029	15,026	-12.6%	Shares	Sole	2022-11-14
2022-06-30	$1,593,010	17,192	+17.3%	Shares	Sole	2022-08-15
2022-03-31	$1,483,030	14,653	+5.3%	Shares	Sole	2022-05-11
2021-12-31	$1,435,987	13,920	+9.3%	Shares	Sole	2022-02-11
2021-09-30	$1,081,031	12,739	+18.6%	Shares	Sole	2021-11-12
2021-06-30	$895,978	10,738	+15.9%	Shares	Sole	2021-08-13
2021-03-31	$697,005	9,265	+177.4%	Shares	Sole	2021-05-14
2020-06-30	$216,999	3,340	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.