EP Wealth Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1540569 TORRANCE, CA

Position in CVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,711,369

+$2,785,667 QoQ

Shares Held

74,542

+8.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#434

of 2,054 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Healthcare · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $25,878,625 across 7 Healthcare Plans names. CVS ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	24,815	$10,313,858
2	CVS	CVS HEALTH Corp This page	74,542	$7,711,369
3	CI	Cigna Group	11,765	$3,243,375
4	ELV	Elevance Health, Inc.	5,972	$2,309,551
5	CNC	Centene Corp	25,982	$1,667,784
6	PGNY	Progyny, Inc.	12,356	$356,223
7	HUM	Humana Inc	696	$276,465

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,711,369	74,542	+8.7%	Shares	Sole	2026-08-12
2026-03-31	$4,925,702	68,584	-6.7%	Shares	Sole	2026-05-14
2025-12-31	$5,835,737	73,535	-28.2%	Shares	Sole	2026-02-18
2025-06-30	$7,063,000	102,392	-4.0%	Shares	Sole	2025-08-14
2025-03-31	$7,227,705	106,682	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$4,709,769	104,918	-15.6%	Shares	Sole	2025-02-14
2024-09-30	$7,818,121	124,334	-8.2%	Shares	Sole	2024-11-15
2024-06-30	$7,997,668	135,416	-77.8%	Shares	Sole	2024-08-19
2024-03-31	$48,563,231	608,867	+3.4%	Shares	Sole	2024-05-14
2023-12-31	$46,500,175	588,908	+4.4%	Shares	Sole	2024-02-28
2023-09-30	$39,371,986	563,907	+421.9%	Shares	Sole	2023-11-24
2023-06-30	$7,468,736	108,039	-13.4%	Shares	Sole	2023-08-14
2023-03-31	$154,207	124,742	-67.0%	Shares	Sole	2023-06-05
2022-12-31	$35,180,716	377,516	-0.5%	Shares	Sole	2023-06-12
2022-09-30	$36,195,394	379,526	+5.7%	Shares	Sole	2022-12-02
2022-06-30	$33,282,638	359,191	-0.4%	Shares	Sole	2022-08-11
2022-03-31	$36,514,442	360,779	-2.1%	Shares	Sole	2022-05-20
2021-12-31	$37,998,470	368,345	+0.4%	Shares	Sole	2022-02-17
2021-09-30	$31,136,406	366,915	+3.3%	Shares	Sole	2021-11-23
2021-06-30	$29,624,537	355,040	+3.1%	Shares	Sole	2021-08-24
2021-03-31	$25,912,823	344,448	-9.2%	Shares	Sole	2021-05-17
2020-12-31	$25,920,806	379,514	+10.1%	Shares	Sole	2021-02-18
2020-09-30	$20,122,829	344,569	+9.3%	Shares	Sole	2020-11-17
2020-06-30	$20,487,249	315,334	+59.4%	Shares	Sole	2020-08-14
2020-03-31	$11,738,677	197,854	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.