Modera Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1542143 WESTWOOD, NJ

Position in CVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,833,546

+$1,167,875 QoQ

Shares Held

37,057

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#579

of 2,059 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Modera Wealth Management, LLC holds $20,135,074 across 5 Healthcare Plans names. CVS ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	30,119	$11,647,920
2	UNH	Unitedhealth Group Inc	9,699	$4,031,195
3	CVS	CVS HEALTH Corp This page	37,057	$3,833,546
4	CI	Cigna Group	1,167	$321,718
5	HUM	Humana Inc	757	$300,695

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,833,546	37,057	-0.2%	Shares	Sole	2026-08-03
2026-03-31	$2,665,671	37,116	-5.0%	Shares	Sole	2026-05-06
2025-12-31	$3,101,388	39,080	-3.1%	Shares	Sole	2026-01-21
2025-09-30	$3,041,534	40,344	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$2,806,451	40,685	-4.7%	Shares	Sole	2025-08-06
2025-03-31	$2,893,805	42,713	-6.4%	Shares	Sole	2025-05-08
2024-12-31	$2,047,971	45,622	-15.2%	Shares	Sole	2025-02-06
2024-09-30	$3,384,767	53,829	-8.2%	Shares	Sole	2024-10-24
2024-06-30	$3,464,754	58,665	-11.2%	Shares	Sole	2024-07-29
2024-03-31	$5,269,822	66,071	-2.1%	Shares	Sole	2024-05-14
2023-12-31	$5,327,826	67,475	-10.3%	Shares	Sole	2024-02-14
2023-06-30	$5,202,032	75,250	+1797.9%	Shares	Sole	2023-08-07
2023-03-31	$294,639	3,965	-20.3%	Shares	Sole	2023-05-05
2022-12-31	$463,527	4,974	-7.9%	Shares	Sole	2023-02-07
2022-09-30	$514,902	5,399	-8.4%	Shares	Sole	2022-11-01
2022-06-30	$546,323	5,896	+11.4%	Shares	Sole	2022-07-27
2022-03-31	$535,603	5,292	-1.5%	Shares	Sole	2022-05-03
2021-12-31	$554,381	5,374	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.