Wealth Architects, LLC

Position in CVS — CVS HEALTH Corp

CIK 1611518 MOUNTAIN VIEW, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$283,763

+$73,187 QoQ

Shares Held

2,743

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,514

of 2,051 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Wealth Architects, LLC holds $4,332,457 across 4 Healthcare Plans names. CVS ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,576	$2,317,552
2	ELV	Elevance Health, Inc.	3,076	$1,189,581
3	MOH	Molina Healthcare, Inc.	2,368	$541,561
4	CVS	CVS HEALTH Corp This page	2,743	$283,763

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,763	2,743	-6.4%	Shares	Sole	2026-07-23
2026-03-31	$210,576	2,932	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$231,175	2,913	+1.1%	Shares	Sole	2026-02-17
2025-09-30	$217,123	2,880	-32.5%	Shares	Sole	2025-11-13
2024-03-31	$340,335	4,267	+2.3%	Shares	Sole	2024-05-13
2023-12-31	$329,263	4,170	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$290,800	4,165	+16.1%	Shares	Sole	2023-11-09
2023-06-30	$248,038	3,588	-6.2%	Shares	Sole	2023-08-02
2023-03-31	$284,310	3,826	+2.3%	Shares	Sole	2023-04-21
2022-12-31	$348,623	3,741	-3.2%	Shares	Sole	2023-02-10
2022-09-30	$368,605	3,865	-7.4%	Shares	Sole	2022-10-24
2022-06-30	$386,855	4,175	-6.1%	Shares	Sole	2022-07-29
2022-03-31	$449,979	4,446	+1.5%	Shares	Sole	2022-05-17
2021-12-31	$451,943	4,381	-0.0%	Shares	Sole	2022-01-19
2021-09-30	$371,856	4,382	-1.2%	Shares	Sole	2021-11-09
2021-06-30	$370,139	4,436	-7.9%	Shares	Sole	2021-08-09
2021-03-31	$362,533	4,819	+1.4%	Shares	Sole	2021-04-29
2020-12-31	$324,698	4,754	+0.6%	Shares	Sole	2021-01-28
2020-09-30	$276,056	4,727	+14.4%	Shares	Sole	2020-11-09
2020-06-30	$268,521	4,133	-0.9%	Shares	Sole	2020-08-14
2020-03-31	$247,346	4,169	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.