Forvis Mazars Wealth Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1352864 Springfield, MO

Position in CVS

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

Position Value

$1,776,339

+$767,268 QoQ

Shares Held

17,171

+22.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#783

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $5,775,361 across 3 Healthcare Plans names. CVS ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	7,096	$2,744,236
2	CVS	CVS HEALTH Corp This page	17,171	$1,776,339
3	UNH	Unitedhealth Group Inc	3,019	$1,254,786

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,776,339	17,171	+22.2%	Shares	Sole	2026-08-10
2026-03-31	$1,009,071	14,050	-4.9%	Shares	Sole	2026-05-01
2025-12-31	$1,172,782	14,778	-10.0%	Shares	Sole	2026-02-10
2025-09-30	$1,238,431	16,427	-9.2%	Shares	Sole	2025-10-30
2025-06-30	$1,248,124	18,094	+0.6%	Shares	Sole	2025-07-29
2025-03-31	$1,218,822	17,990	-18.0%	Shares	Sole	2025-05-13
2024-12-31	$984,707	21,936	-17.2%	Shares	Sole	2025-02-04
2024-09-30	$1,666,194	26,498	-3.1%	Shares	Sole	2024-11-14
2024-06-30	$1,615,291	27,350	-5.2%	Shares	Sole	2024-08-09
2024-03-31	$2,301,395	28,854	+7.6%	Shares	Sole	2024-04-19
2023-12-31	$2,117,470	26,817	+1.8%	Shares	Sole	2024-01-11
2023-09-30	$1,839,198	26,342	-32.1%	Shares	Sole	2023-10-26
2023-06-30	$2,680,792	38,779	+63.5%	Shares	Sole	2023-08-08
2023-03-31	$1,762,410	23,717	+4.4%	Shares	Sole	2023-04-27
2022-12-31	$2,117,929	22,727	+3.5%	Shares	Sole	2023-02-03
2022-09-30	$2,093,943	21,956	+6.2%	Shares	Sole	2022-10-14
2022-06-30	$1,915,467	20,672	-2.1%	Shares	Sole	2022-07-22
2022-03-31	$2,137,555	21,120	+9.1%	Shares	Sole	2022-05-10
2021-12-31	$1,996,352	19,352	+3.9%	Shares	Sole	2022-01-14
2021-09-30	$1,580,262	18,622	+0.1%	Shares	Sole	2021-10-14
2021-06-30	$1,551,650	18,596	-2.8%	Shares	Sole	2021-07-14
2021-03-31	$1,438,623	19,123	-11.8%	Shares	Sole	2021-04-23
2020-12-31	$1,480,880	21,682	+22.2%	Shares	Sole	2021-01-22
2020-09-30	$1,036,600	17,750	+8.0%	Shares	Sole	2020-11-05
2020-06-30	$1,067,781	16,435	+27.5%	Shares	Sole	2020-07-15
2020-03-31	$764,941	12,893	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.