Hartford Financial Management Inc.

Position in CVS — CVS HEALTH Corp

CIK 1352526 WEST HARTFORD, CT

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,044,431

+$303,824 QoQ

Shares Held

10,096

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#947

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Healthcare · as of Jun 30, 2026

Hartford Financial Management Inc. holds $4,427,631 across 5 Healthcare Plans names. CVS ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,603	$2,328,774
2	CVS	CVS HEALTH Corp This page	10,096	$1,044,431
3	CI	Cigna Group	3,286	$905,884
4	ELV	Elevance Health, Inc.	380	$146,957
5	PGNY	Progyny, Inc.	55	$1,585

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,044,431	10,096	-2.1%	Shares	Sole	2026-07-24
2026-03-31	$740,607	10,312	-2.3%	Shares	Sole	2026-04-16
2025-12-31	$837,882	10,558	-2.8%	Shares	Sole	2026-01-21
2025-09-30	$819,112	10,865	-3.4%	Shares	Sole	2025-10-28
2025-06-30	$775,473	11,242	-7.6%	Shares	Sole	2025-07-31
2025-03-31	$824,449	12,169	-62.9%	Shares	Sole	2025-04-21
2024-12-31	$1,473,155	32,817	-5.1%	Shares	Sole	2025-01-23
2024-09-30	$2,175,459	34,597	-1.1%	Shares	Sole	2024-10-28
2024-06-30	$2,065,032	34,965	+6.0%	Shares	Sole	2024-08-09
2024-03-31	$2,630,484	32,980	-1.9%	Shares	Sole	2024-04-24
2023-12-31	$2,655,030	33,625	+0.3%	Shares	Sole	2024-01-29
2023-09-30	$2,340,156	33,517	-0.6%	Shares	Sole	2023-10-24
2023-06-30	$2,330,994	33,719	+7.1%	Shares	Sole	2023-07-27
2023-03-31	$2,339,501	31,483	+1.0%	Shares	Sole	2023-04-25
2022-12-31	$2,904,732	31,170	-4.1%	Shares	Sole	2023-02-01
2022-09-30	$3,100,574	32,511	-6.7%	Shares	Sole	2022-10-25
2022-06-30	$3,227,347	34,830	-4.1%	Shares	Sole	2022-07-21
2022-03-31	$3,675,542	36,316	-1.5%	Shares	Sole	2022-05-05
2021-12-31	$3,802,787	36,863	-0.6%	Shares	Sole	2022-01-27
2021-09-30	$3,146,014	37,073	-0.2%	Shares	Sole	2021-10-29
2021-06-30	$3,098,294	37,132	-1.1%	Shares	Sole	2021-07-27
2021-03-31	$2,824,660	37,547	+3.4%	Shares	Sole	2021-04-14
2020-12-31	$2,479,563	36,304	+0.1%	Shares	Sole	2021-02-03
2020-09-30	$2,118,284	36,272	+3.3%	Shares	Sole	2020-10-16
2020-06-30	$2,281,226	35,112	+5.6%	Shares	Sole	2020-07-23
2020-03-31	$1,973,078	33,256	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.