Choate Investment Advisors

Position in CVS — CVS HEALTH Corp

CIK 1399794 BOSTON, MA

Position in CVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$899,187

+$276,077 QoQ

Shares Held

8,692

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,015

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Healthcare · as of Jun 30, 2026

Choate Investment Advisors holds $5,981,124 across 4 Healthcare Plans names. CVS ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	6,728	$2,796,358
2	CI	Cigna Group	7,247	$1,997,852
3	CVS	CVS HEALTH Corp This page	8,692	$899,187
4	ELV	Elevance Health, Inc.	744	$287,727

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,187	8,692	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$623,110	8,676	-10.3%	Shares	Sole	2026-05-13
2025-12-31	$767,252	9,668	-10.7%	Shares	Sole	2026-02-09
2025-09-30	$816,398	10,829	-36.4%	Shares	Sole	2025-11-10
2025-06-30	$1,174,384	17,025	+9.0%	Shares	Sole	2025-08-12
2025-03-31	$1,058,458	15,623	+6.1%	Shares	Sole	2025-05-14
2024-12-31	$660,870	14,722	-26.4%	Shares	Sole	2025-02-10
2024-09-30	$1,257,034	19,991	-4.4%	Shares	Sole	2024-11-13
2024-06-30	$1,235,594	20,921	-40.2%	Shares	Sole	2024-08-08
2024-03-31	$2,791,839	35,003	-29.3%	Shares	Sole	2024-05-07
2023-12-31	$3,911,362	49,536	+30.6%	Shares	Sole	2024-02-14
2023-09-30	$2,648,621	37,935	+20.9%	Shares	Sole	2023-10-30
2023-06-30	$2,169,368	31,381	-16.3%	Shares	Sole	2023-08-01
2023-03-31	$2,784,395	37,470	+13.3%	Shares	Sole	2023-05-15
2022-12-31	$3,083,097	33,084	-11.1%	Shares	Sole	2023-02-14
2022-09-30	$3,550,911	37,233	+11.2%	Shares	Sole	2022-11-14
2022-06-30	$3,102,720	33,485	+11.4%	Shares	Sole	2022-08-11
2022-03-31	$3,040,955	30,046	+12.3%	Shares	Sole	2022-04-29
2021-12-31	$2,759,014	26,745	+87.2%	Shares	Sole	2022-02-07
2021-09-30	$1,212,394	14,287	-4.3%	Shares	Sole	2021-11-04
2021-06-30	$1,245,926	14,932	-10.6%	Shares	Sole	2021-07-30
2021-03-31	$1,256,265	16,699	+1.1%	Shares	Sole	2021-05-07
2020-12-31	$1,127,906	16,514	+0.9%	Shares	Sole	2021-02-08
2020-09-30	$955,657	16,364	0.0%	Shares	Sole	2020-10-26
2020-06-30	$1,063,169	16,364	-2.5%	Shares	Sole	2020-07-23
2020-03-31	$995,438	16,778	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.