Destination Wealth Management

Position in CVS — CVS HEALTH Corp

CIK 1278573 WALNUT CREEK, CA

Position in CVS

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

Position Value

$270,004

New position

Shares Held

2,610

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,540

of 2,054 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 87% Shared 0% None 13%

Healthcare · as of Jun 30, 2026

Destination Wealth Management holds $870,821 across 3 Healthcare Plans names. CVS ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	891	$370,326
2	CVS	CVS HEALTH Corp This page	2,610	$270,004
3	ELV	Elevance Health, Inc.	596	$230,491

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,004	2,610	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.