Cerity Partners LLC

Position in CVS — CVS HEALTH Corp

CIK 1566475 NEW YORK, NY

Position in CVS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$31,651,504

-$3,813,448 QoQ

Shares Held

440,706

-1.4% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 36% Shared 11% None 53%

Healthcare · as of Mar 31, 2026

Cerity Partners LLC holds $232,012,691 across 10 Healthcare Plans names. CVS ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	313,762	$84,900,858
2	CI	Cigna Group	130,638	$34,847,686
3	CVS	CVS HEALTH Corp This page	440,706	$31,651,504
4	CNC	Centene Corp	946,919	$31,002,127
5	ELV	Elevance Health, Inc.	96,834	$28,348,152
6	MOH	Molina Healthcare, Inc.	89,522	$11,933,281
7	HUM	Humana Inc	46,459	$8,055,525
8	PGNY	Progyny, Inc.	32,714	$555,483

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,651,504	440,706	-1.4%	Shares	Sole	2026-05-15
2025-12-31	$35,464,952	446,887	-16.7%	Shares	Other	2026-02-11
2025-09-30	$40,446,433	536,496	+24.2%	Shares	Sole	2025-10-22
2025-06-30	$29,805,913	432,095	-33.3%	Shares	Other	2025-08-13
2025-03-31	$43,920,021	648,266	+25.0%	Shares	Sole	2025-04-30
2024-12-31	$23,285,834	518,731	-16.1%	Shares	Other	2025-02-13
2024-09-30	$38,858,582	617,980	-14.8%	Shares	Sole	2024-11-12
2024-06-30	$42,838,580	725,340	-32.4%	Shares	Sole	2024-08-13
2024-03-31	$85,614,463	1,073,401	+13.0%	Shares	Defined	2024-05-14
2023-12-31	$74,987,917	949,695	+23.6%	Shares	Other	2024-01-26
2023-09-30	$53,634,257	768,179	-32.0%	Shares	Sole	2023-11-14
2023-06-30	$78,079,638	1,129,461	+23.6%	Shares	Sole	2023-08-14
2023-03-31	$67,904,775	913,804	-14.7%	Shares	Other	2023-05-11
2022-12-31	$99,791,486	1,070,839	+33.3%	Shares	Other	2023-02-15
2022-09-30	$76,589,453	803,077	+4.6%	Shares	Sole	2022-11-14
2022-06-30	$71,155,837	767,924	+85.0%	Shares	Sole	2022-08-10
2022-03-31	$42,006,299	415,041	-45.5%	Shares	Sole	2022-04-25
2021-12-31	$78,630,718	762,221	+351.4%	Shares	Sole	2022-02-14
2021-09-30	$14,330,647	168,874	+15.2%	Shares	Sole	2021-10-25
2021-06-30	$12,229,300	146,564	+1.3%	Shares	Sole	2021-08-11
2021-03-31	$10,886,533	144,710	-8.0%	Shares	Sole	2021-08-11
2020-12-31	$10,743,658	157,301	+21.1%	Shares	Sole	2021-02-11
2020-09-30	$7,586,043	129,898	+55.5%	Shares	Sole	2020-11-12
2020-06-30	$5,426,944	83,530	+0.6%	Shares	Sole	2020-08-17
2020-03-31	$4,928,543	83,070	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.