BOK Financial Private Wealth, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1317348 DENVER, CO

Position in CVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$17,379

+$17,245 QoQ

Shares Held

168

+5500.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,935

of 2,051 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Healthcare · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $1,033,717 across 6 Healthcare Plans names. CVS ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,062	$857,029
2	CI	Cigna Group	541	$149,142
3	CVS	CVS HEALTH Corp This page	168	$17,379
4	ELV	Elevance Health, Inc.	11	$4,254
5	CNC	Centene Corp	55	$3,530
6	HUM	Humana Inc	6	$2,383

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,379	168	+5500.0%	Shares	Sole	2026-08-10
2024-12-31	$134	3	-97.0%	Shares	Sole	2025-02-07
2024-09-30	$6,288	100	-77.5%	Shares	Sole	2024-11-13
2023-06-30	$30,693	444	0.0%	Shares	Sole	2023-08-08
2023-03-31	$32,993	444	-55.3%	Shares	Sole	2023-04-24
2022-12-31	$92,537	993	+5.8%	Shares	Sole	2023-02-02
2022-09-30	$89,552	939	+89.7%	Shares	Sole	2022-11-07
2022-06-30	$45,866	495	-92.9%	Shares	Sole	2022-08-15
2022-03-31	$700,879	6,925	+31.9%	Shares	Sole	2022-05-09
2021-12-31	$541,693	5,251	+4.8%	Shares	Sole	2022-02-15
2021-09-30	$425,148	5,010	+35.6%	Shares	Sole	2021-11-15
2021-06-30	$308,394	3,696	—	Shares	Sole	2021-08-03
No filing history on record for this holder in this stock.