Atria Investments, Inc

Position in CVS — CVS HEALTH Corp

CIK 1535865 Charlotte, NC

Position in CVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,831,061

+$2,303,076 QoQ

Shares Held

75,699

-1.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#430

of 2,054 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Atria Investments, Inc holds $57,693,295 across 8 Healthcare Plans names. CVS ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	71,840	$29,858,859
2	ELV	Elevance Health, Inc.	30,858	$11,933,714
3	CVS	CVS HEALTH Corp This page	75,699	$7,831,061
4	CI	Cigna Group	17,229	$4,749,690
5	CNC	Centene Corp	27,986	$1,796,421
6	HUM	Humana Inc	2,164	$859,584
7	ALHC	Alignment Healthcare, Inc.	18,204	$433,437
8	MOH	Molina Healthcare, Inc.	1,008	$230,529

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,831,061	75,699	-1.7%	Shares	Sole	2026-07-28
2026-03-31	$5,527,985	76,970	-5.0%	Shares	Sole	2026-05-05
2025-12-31	$6,430,620	81,031	-3.1%	Shares	Sole	2026-02-05
2025-09-30	$6,305,091	83,633	+13.5%	Shares	Sole	2025-11-06
2025-06-30	$5,082,722	73,684	+7.0%	Shares	Sole	2025-08-04
2025-03-31	$4,667,229	68,889	+11.3%	Shares	Sole	2025-05-06
2024-12-31	$2,778,780	61,902	-6.5%	Shares	Sole	2025-02-06
2024-09-30	$4,163,284	66,210	-21.4%	Shares	Sole	2024-11-01
2024-06-30	$4,974,741	84,232	-13.5%	Shares	Sole	2024-08-13
2024-03-31	$7,764,476	97,348	+1.3%	Shares	Sole	2024-05-21
2023-12-31	$7,584,581	96,056	+8.4%	Shares	Sole	2024-02-14
2023-09-30	$6,185,912	88,598	+10.6%	Shares	Sole	2023-11-07
2023-06-30	$5,535,861	80,079	-24.8%	Shares	Sole	2023-08-04
2023-03-31	$7,914,535	106,507	-8.0%	Shares	Sole	2023-05-10
2022-12-31	$10,782,735	115,707	-7.4%	Shares	Sole	2023-01-31
2022-09-30	$11,913,525	124,919	+2.1%	Shares	Sole	2022-11-01
2022-06-30	$11,338,433	122,366	-3.5%	Shares	Sole	2022-08-11
2022-03-31	$12,835,755	126,823	+5.5%	Shares	Sole	2022-05-02
2021-12-31	$12,405,918	120,259	+19.9%	Shares	Sole	2022-02-04
2021-09-30	$8,512,476	100,312	+9.5%	Shares	Sole	2021-11-16
2021-06-30	$7,644,439	91,616	+2.3%	Shares	Sole	2021-08-10
2021-03-31	$6,740,156	89,594	-0.0%	Shares	Sole	2021-05-11
2020-12-31	$6,121,114	89,621	+25.4%	Shares	Sole	2021-02-12
2020-09-30	$4,173,497	71,464	-18.3%	Shares	Sole	2020-11-05
2020-06-30	$5,679,742	87,421	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.