PATTON ALBERTSON MILLER GROUP, LLC

Position in CVS — CVS HEALTH Corp

CIK 1511037 Chattanooga, TN

Position in CVS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,223,916

+$379,816 QoQ

Shares Held

11,831

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#891

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Healthcare · as of Jun 30, 2026

PATTON ALBERTSON MILLER GROUP, LLC holds $2,455,647 across 3 Healthcare Plans names. CVS ranks #1 (49.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	11,831	$1,223,916
2	UNH	Unitedhealth Group Inc	2,248	$934,336
3	ELV	Elevance Health, Inc.	769	$297,395

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,223,916	11,831	+0.7%	Shares	Sole	2026-07-22
2026-03-31	$844,100	11,753	-0.8%	Shares	Sole	2026-04-21
2025-12-31	$940,654	11,853	+1.3%	Shares	Sole	2026-02-03
2025-09-30	$881,912	11,698	-32.1%	Shares	Sole	2025-11-03
2025-06-30	$1,188,387	17,228	+5.8%	Shares	Sole	2025-07-17
2025-03-31	$1,103,512	16,288	-11.8%	Shares	Sole	2025-05-22
2024-12-31	$829,342	18,475	-81.3%	Shares	Sole	2025-01-21
2024-09-30	$6,226,251	99,018	-4.6%	Shares	Sole	2024-11-13
2024-06-30	$6,127,770	103,755	+4.2%	Shares	Sole	2024-08-02
2024-03-31	$7,944,574	99,606	+10.7%	Shares	Sole	2024-04-24
2023-12-31	$7,106,163	89,997	+4.9%	Shares	Sole	2024-02-14
2023-09-30	$5,991,812	85,818	+0.1%	Shares	Sole	2023-10-24
2023-06-30	$5,928,243	85,755	-4.3%	Shares	Sole	2023-07-13
2023-03-31	$6,656,318	89,575	+2.2%	Shares	Sole	2023-04-21
2022-12-31	$8,169,221	87,662	-1.8%	Shares	Sole	2023-01-23
2022-09-30	$8,514,442	89,278	+5.1%	Shares	Sole	2022-10-13
2022-06-30	$7,871,467	84,950	+0.9%	Shares	Sole	2022-07-22
2022-03-31	$8,525,120	84,232	+2.2%	Shares	Sole	2022-05-02
2021-12-31	$8,498,217	82,379	+7.2%	Shares	Sole	2022-02-11
2021-09-30	$6,519,114	76,822	+76.1%	Shares	Sole	2021-10-27
2021-06-30	$3,639,819	43,622	+0.7%	Shares	Sole	2021-07-29
2021-03-31	$3,258,136	43,309	+2.3%	Shares	Sole	2021-04-21
2020-12-31	$2,892,163	42,345	+0.7%	Shares	Sole	2021-02-25
2020-09-30	$2,456,479	42,063	+2.3%	Shares	Sole	2020-11-03
2020-06-30	$2,671,891	41,125	+5.4%	Shares	Sole	2020-08-10
2020-03-31	$2,314,641	39,013	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.