Focus Partners Wealth

Position in CVS — CVS HEALTH Corp

CIK 1542153 ST LOUIS, MO

Position in CVS

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

Position Value

$38,439,537

+$2,163,327 QoQ

Shares Held

371,576

-26.4% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#206

of 2,058 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Healthcare · as of Jun 30, 2026

Focus Partners Wealth holds $196,436,939 across 8 Healthcare Plans names. CVS ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	223,546	$92,912,423
2	CVS	CVS HEALTH Corp This page	371,576	$38,439,537
3	ELV	Elevance Health, Inc.	52,563	$20,327,688
4	CNC	Centene Corp	281,266	$18,054,464
5	CI	Cigna Group	49,098	$13,535,336
6	MOH	Molina Healthcare, Inc.	32,286	$7,383,808
7	HUM	Humana Inc	8,100	$3,217,482
8	OSCR	Oscar Health, Inc.	89,979	$2,566,201

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,439,537	371,576	-26.4%	Shares	Sole	2026-08-12
2026-03-31	$36,276,210	505,099	-2.5%	Shares	Sole	2026-05-15
2025-12-31	$41,105,861	517,967	+73.8%	Shares	Sole	2026-02-13
2025-09-30	$22,465,315	297,988	+7.2%	Shares	Sole	2025-11-14
2025-06-30	$19,166,299	277,853	-14.5%	Shares	Sole	2025-08-14
2025-03-31	$22,021,189	325,036	-11.7%	Shares	Sole	2025-05-20
2024-12-31	$16,523,874	368,097	-19.5%	Shares	Sole	2025-05-20
2024-09-30	$28,743,328	457,114	-67.7%	Shares	Sole	2024-11-14
2024-06-30	$83,703,966	1,417,270	+138.1%	Shares	Sole	2024-08-15
2024-03-31	$47,479,532	595,280	+101.5%	Shares	Sole	2024-05-16
2023-12-31	$23,330,942	295,478	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.