Financial Engines Advisors L.L.C.

Position in CVS — CVS HEALTH Corp

CIK 1420473 SANTA CLARA, CA

Position in CVS

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

Position Value

$737,908

+$216,280 QoQ

Shares Held

7,133

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,093

of 2,054 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Financial Engines Advisors L.L.C. holds $3,364,239 across 3 Healthcare Plans names. CVS ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,408	$1,832,097
2	CI	Cigna Group	2,881	$794,234
3	CVS	CVS HEALTH Corp This page	7,133	$737,908

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$737,908	7,133	-1.8%	Shares	Sole	2026-08-14
2026-03-31	$521,628	7,263	-17.1%	Shares	Sole	2026-05-14
2025-12-31	$695,034	8,758	+28.1%	Shares	Sole	2026-02-12
2025-09-30	$515,366	6,836	+1.8%	Shares	Sole	2025-11-17
2025-06-30	$463,062	6,713	-1.8%	Shares	Sole	2025-08-14
2025-03-31	$462,935	6,833	-16.3%	Shares	Sole	2025-05-12
2024-12-31	$366,481	8,164	+161.8%	Shares	Sole	2025-02-12
2023-12-31	$246,276	3,119	-18.7%	Shares	Sole	2024-02-13
2022-06-30	$355,443	3,836	+69.5%	Shares	Sole	2022-08-11
2021-12-31	$233,451	2,263	-30.0%	Shares	Sole	2022-02-10
2021-09-30	$274,352	3,233	-4.0%	Shares	Sole	2021-11-12
2021-03-31	$253,299	3,367	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.