CARY STREET PARTNERS FINANCIAL LLC

Position in CVS — CVS HEALTH Corp

CIK 1475045 RICHMOND, VA

Position in CVS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,542,853

+$372,404 QoQ

Shares Held

14,914

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#814

of 2,058 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Healthcare · as of Jun 30, 2026

CARY STREET PARTNERS FINANCIAL LLC holds $13,509,125 across 6 Healthcare Plans names. CVS ranks #4 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	20,258	$5,584,724
2	UNH	Unitedhealth Group Inc	10,577	$4,396,118
3	ELV	Elevance Health, Inc.	4,151	$1,605,316
4	CVS	CVS HEALTH Corp This page	14,914	$1,542,853
5	HUM	Humana Inc	769	$305,462
6	CNC	Centene Corp	1,163	$74,652

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,542,853	14,914	-8.5%	Shares	Defined	2026-07-17
2026-03-31	$1,170,449	16,297	+19.6%	Shares	Defined	2026-04-29
2025-12-31	$1,081,199	13,624	+37.4%	Shares	Defined	2026-02-09
2025-09-30	$747,567	9,916	-9.3%	Shares	Defined	2025-11-10
2025-06-30	$753,812	10,928	-10.9%	Shares	Defined	2025-08-13
2025-03-31	$831,021	12,266	-14.9%	Shares	Defined	2025-05-09
2024-12-31	$647,044	14,414	—	Shares	Defined	2025-02-14
No filing history on record for this holder in this stock.