ATLAS CAPITAL ADVISORS INC.

Position in CVS — CVS HEALTH Corp

CIK 1434165 JACKSON, WY

Position in CVS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,453,781

+$881,261 QoQ

Shares Held

33,386

-6.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#614

of 2,054 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $5,916,220 across 5 Healthcare Plans names. CVS ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	33,386	$3,453,781
2	ELV	Elevance Health, Inc.	3,555	$1,374,825
3	UNH	Unitedhealth Group Inc	2,375	$987,121
4	CNC	Centene Corp	1,295	$83,126
5	CI	Cigna Group	63	$17,367

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,453,781	33,386	-6.8%	Shares	Sole	2026-08-13
2026-03-31	$2,572,520	35,819	-3.8%	Shares	Sole	2026-05-11
2025-12-31	$2,954,652	37,231	+84.5%	Shares	Sole	2026-02-13
2025-06-30	$1,391,602	20,174	+19.4%	Shares	Sole	2025-08-12
2025-03-31	$1,144,839	16,898	+1463.2%	Shares	Sole	2025-05-12
2024-12-31	$48,526	1,081	-35.7%	Shares	Sole	2025-02-12
2024-09-30	$105,701	1,681	0.0%	Shares	Sole	2024-11-05
2024-06-30	$99,279	1,681	-67.0%	Shares	Sole	2024-07-30
2024-03-31	$406,855	5,101	+20.2%	Shares	Sole	2024-04-15
2023-12-31	$335,027	4,243	-3.6%	Shares	Sole	2024-02-15
2023-09-30	$307,277	4,401	0.0%	Shares	Sole	2023-11-14
2023-06-30	$304,241	4,401	-18.8%	Shares	Sole	2023-08-15
2023-03-31	$402,537	5,417	-62.6%	Shares	Sole	2023-05-16
2022-12-31	$1,348,832	14,474	+2.5%	Shares	Sole	2023-02-15
2022-09-30	$1,346,910	14,123	+80.8%	Shares	Sole	2022-11-08
2022-06-30	$723,674	7,810	-43.2%	Shares	Sole	2022-08-16
2022-03-31	$1,391,131	13,745	+34.1%	Shares	Sole	2022-05-11
2021-12-31	$1,057,080	10,247	-1.9%	Shares	Sole	2022-02-01
2021-09-30	$886,108	10,442	+2.2%	Shares	Sole	2021-10-28
2021-06-30	$852,506	10,217	+77.2%	Shares	Sole	2021-07-30
2021-03-31	$433,776	5,766	+8.2%	Shares	Sole	2021-05-10
2020-12-31	$364,107	5,331	-5.2%	Shares	Sole	2021-02-16
2020-09-30	$328,266	5,621	-33.3%	Shares	Sole	2020-10-23
2020-06-30	$547,177	8,422	-10.8%	Shares	Sole	2020-07-28
2020-03-31	$560,015	9,439	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.