YHB Investment Advisors, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1469219 West Hartford, CT

Position in CVS

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

Position Value

$528,008

+$166,467 QoQ

Shares Held

5,104

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,216

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $9,423,547 across 5 Healthcare Plans names. CVS ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,642	$4,838,764
2	ELV	Elevance Health, Inc.	4,981	$1,926,302
3	HUM	Humana Inc	2,781	$1,104,668
4	CI	Cigna Group	3,721	$1,025,805
5	CVS	CVS HEALTH Corp This page	5,104	$528,008

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$528,008	5,104	+1.4%	Shares	Sole	2026-07-14
2026-03-31	$361,541	5,034	-3.2%	Shares	Sole	2026-04-13
2025-12-31	$412,672	5,200	-15.2%	Shares	Sole	2026-01-16
2025-09-30	$462,517	6,135	-2.0%	Shares	Sole	2025-10-08
2025-06-30	$431,814	6,260	-10.1%	Shares	Sole	2025-07-10
2025-03-31	$471,540	6,960	-43.6%	Shares	Sole	2025-04-23
2024-12-31	$554,167	12,345	-9.2%	Shares	Sole	2025-01-22
2024-09-30	$854,539	13,590	-5.5%	Shares	Sole	2024-10-22
2024-06-30	$848,987	14,375	-4.3%	Shares	Sole	2024-08-01
2024-03-31	$1,198,234	15,023	-2.3%	Shares	Sole	2024-08-15
2023-12-31	$1,213,773	15,372	-39.0%	Shares	Sole	2024-01-29
2023-09-30	$1,760,581	25,216	-23.2%	Shares	Sole	2023-10-23
2023-06-30	$2,269,745	32,833	-59.2%	Shares	Sole	2023-08-10
2023-03-31	$5,979,725	80,470	-0.5%	Shares	Sole	2023-05-08
2022-12-31	$7,534,691	80,853	-1.5%	Shares	Sole	2023-01-12
2022-09-30	$7,826,920	82,069	+0.2%	Shares	Sole	2022-11-03
2022-06-30	$7,592,189	81,936	-2.1%	Shares	Sole	2022-07-14
2022-03-31	$8,468,949	83,677	-9.4%	Shares	Sole	2022-04-14
2021-12-31	$9,523,731	92,320	-0.2%	Shares	Sole	2022-01-18
2021-09-30	$7,846,325	92,462	+0.2%	Shares	Sole	2021-10-28
2021-06-30	$7,701,345	92,298	-0.5%	Shares	Sole	2021-07-15
2021-03-31	$6,976,529	92,736	+2.3%	Shares	Sole	2021-04-22
2020-12-31	$6,189,072	90,616	-0.3%	Shares	Sole	2021-01-21
2020-09-30	$5,305,289	90,844	-21.9%	Shares	Sole	2020-11-02
2020-06-30	$7,560,363	116,367	+0.9%	Shares	Sole	2020-07-20
2020-03-31	$6,845,317	115,377	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.