HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in CVS — CVS HEALTH Corp

CIK 1484205 LONG BEACH, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,862

+$430 QoQ

Shares Held

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,023

of 2,051 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $16,736 across 5 Healthcare Plans names. CVS ranks #2 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	34	$14,131
2	CVS	CVS HEALTH Corp This page	18	$1,862
3	CI	Cigna Group	2	$551
4	CNC	Centene Corp	3	$192
5	ELV	Elevance Health, Inc.	0	$0

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,862	18	-5.3%	Shares	Sole	2026-07-21
2025-09-30	$1,432	19	+26.7%	Shares	Sole	2025-10-16
2025-03-31	$1,016	15	-99.5%	Shares	Sole	2025-04-18
2023-03-31	$214,086	2,881	-8.3%	Shares	Sole	2023-04-25
2022-12-31	$292,802	3,142	-17.1%	Shares	Other	2023-01-25
2022-09-30	$361,356	3,789	+8.3%	Shares	Sole	2022-10-24
2022-06-30	$324,217	3,499	+9.0%	Shares	Other	2022-08-05
2022-03-31	$324,782	3,209	-4.1%	Shares	Other	2022-05-13
2021-12-31	$345,173	3,346	-3.6%	Shares	Sole	2022-02-14
2021-09-30	$294,548	3,471	-12.0%	Shares	Other	2021-10-29
2021-06-30	$329,086	3,944	+14.8%	Shares	Other	2021-07-29
2021-03-31	$258,490	3,436	+10.3%	Shares	Other	2021-05-06
2020-12-31	$212,754	3,115	+1.4%	Shares	Other	2021-02-04
2020-06-30	$199,652	3,073	—	Shares	Other	2020-08-10
No filing history on record for this holder in this stock.