Sequoia Financial Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1599900 Akron, OH

Position in CVS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,768,268

+$1,881,873 QoQ

Shares Held

55,759

+3.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#484

of 2,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $44,871,549 across 7 Healthcare Plans names. CVS ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	56,842	$23,625,240
2	ELV	Elevance Health, Inc.	16,432	$6,354,747
3	CVS	CVS HEALTH Corp This page	55,759	$5,768,268
4	CI	Cigna Group	12,092	$3,333,522
5	CNC	Centene Corp	37,577	$2,412,067
6	HUM	Humana Inc	5,753	$2,285,206
7	MOH	Molina Healthcare, Inc.	4,777	$1,092,499

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,768,268	55,759	+3.0%	Shares	Sole	2026-07-17
2026-03-31	$3,886,395	54,113	-28.4%	Shares	Sole	2026-04-30
2025-12-31	$5,995,330	75,546	+69.5%	Shares	Sole	2026-02-03
2025-09-30	$3,360,056	44,569	-6.6%	Shares	Sole	2025-10-29
2025-06-30	$3,292,415	47,730	+6.3%	Shares	Sole	2025-07-25
2025-03-31	$3,042,313	44,905	+9.1%	Shares	Sole	2025-04-23
2024-12-31	$1,847,537	41,157	-13.7%	Shares	Sole	2025-08-08
2024-09-30	$2,999,879	47,708	+49.2%	Shares	Sole	2024-10-21
2024-06-30	$1,887,971	31,967	-20.8%	Shares	Sole	2024-07-15
2024-03-31	$3,221,267	40,387	-86.1%	Shares	Sole	2024-04-30
2023-12-31	$22,916,718	290,232	+24.0%	Shares	Sole	2024-01-26
2023-09-30	$16,337,880	234,000	+13.9%	Shares	Sole	2023-11-08
2023-06-30	$14,203,657	205,463	+37.7%	Shares	Sole	2023-08-08
2023-03-31	$11,085,119	149,174	+24.4%	Shares	Sole	2023-04-25
2022-12-31	$11,175,158	119,918	+10.5%	Shares	Sole	2023-02-10
2022-09-30	$10,352,890	108,555	-2.1%	Shares	Sole	2022-10-26
2022-06-30	$10,276,735	110,908	+2.1%	Shares	Sole	2022-07-22
2022-03-31	$10,993,936	108,625	-4.4%	Shares	Sole	2022-05-13
2021-12-31	$11,724,752	113,656	+239.1%	Shares	Sole	2022-02-22
2021-09-30	$2,844,082	33,515	-64.5%	Shares	Sole	2021-10-26
2021-06-30	$7,871,062	94,332	+16.3%	Shares	Sole	2021-07-27
2021-03-31	$6,101,604	81,106	+1139.8%	Shares	Sole	2021-05-14
2020-12-31	$446,818	6,542	-0.5%	Shares	Sole	2021-02-12
2020-09-30	$383,980	6,575	-9.0%	Shares	Sole	2020-10-23
2020-06-30	$469,473	7,226	+36.4%	Shares	Sole	2020-08-25
2020-03-31	$314,389	5,299	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.