Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in CVS — CVS HEALTH Corp

CIK 1510434 Seattle, WA

Back to CVS Full portfolio

Position in CVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$994,257

+$11,043 QoQ

Shares Held

9,611

-29.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#965

of 2,058 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CVS Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $6,075,445 across 5 Healthcare Plans names. CVS ranks #4 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,523	$1,879,894
2	ELV	Elevance Health, Inc.	3,678	$1,422,392
3	CI	Cigna Group	4,058	$1,118,709
4	CVS	CVS HEALTH Corp This page	9,611	$994,257
5	CNC	Centene Corp	10,285	$660,193

All Filings in CVS

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$994,257	9,611	-29.8%	Shares	Sole	2026-07-15
2026-03-31	$983,214	13,690	+51.3%	Shares	Sole	2026-05-04
2025-12-31	$718,286	9,051	+7.4%	Shares	Other	2026-01-16
2025-09-30	$635,386	8,428	+149.0%	Shares	Sole	2025-11-10
2025-03-31	$229,333	3,385	+16.3%	Shares	Sole	2025-05-08
2024-03-31	$232,181	2,911	+7.5%	Shares	Sole	2024-05-07
2023-12-31	$213,902	2,709	-64.1%	Shares	Sole	2024-02-06
2023-06-30	$522,138	7,553	-90.9%	Shares	Sole	2023-08-11
2023-03-31	$6,142,761	82,664	-12.1%	Shares	Sole	2023-05-09
2022-12-31	$8,762,189	94,025	+9.3%	Shares	Sole	2023-02-08
2022-09-30	$8,207,065	86,055	+30.3%	Shares	Sole	2022-11-03
2022-06-30	$6,120,748	66,056	+295.1%	Shares	Sole	2022-08-02
2022-03-31	$1,691,927	16,717	-4.2%	Shares	Sole	2022-05-13
2021-12-31	$1,799,523	17,444	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$1,484,455	17,493	+14.1%	Shares	Sole	2021-11-02
2021-06-30	$1,278,801	15,326	+21.2%	Shares	Sole	2021-08-12
2021-03-31	$951,509	12,648	+4.0%	Shares	Sole	2021-05-17
2020-12-31	$830,596	12,161	+41.5%	Shares	Sole	2021-02-12
2020-09-30	$501,948	8,595	+18.6%	Shares	Sole	2020-11-12
2020-06-30	$471,032	7,250	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.