Klingman & Associates, LLC

Position in CVS — CVS HEALTH Corp

CIK 1662449 New York, NY

Position in CVS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$241,141

-$22,869 QoQ

Shares Held

2,331

-36.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,609

of 2,054 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Klingman & Associates, LLC holds $1,081,129 across 2 Healthcare Plans names. CVS ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	2,021	$839,988
2	CVS	CVS HEALTH Corp This page	2,331	$241,141

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,141	2,331	-36.6%	Shares	Sole	2026-07-29
2026-03-31	$264,010	3,676	-9.5%	Shares	Sole	2026-05-14
2025-12-31	$322,360	4,062	+17.8%	Shares	Sole	2026-01-29
2025-09-30	$259,869	3,447	+8.4%	Shares	Sole	2025-10-27
2025-06-30	$219,425	3,181	-3.9%	Shares	Sole	2025-07-30
2025-03-31	$224,320	3,311	-12.8%	Shares	Sole	2025-05-13
2024-09-30	$238,818	3,798	-24.2%	Shares	Sole	2024-11-01
2024-06-30	$296,008	5,012	-4.7%	Shares	Sole	2024-07-30
2024-03-31	$419,378	5,258	+0.5%	Shares	Sole	2024-05-01
2023-12-31	$413,276	5,234	+1.8%	Shares	Sole	2024-01-29
2023-09-30	$358,944	5,141	+58.8%	Shares	Sole	2023-10-30
2023-06-30	$223,842	3,238	+9.5%	Shares	Sole	2023-07-31
2023-03-31	$219,660	2,956	-12.3%	Shares	Sole	2023-05-03
2022-12-31	$314,143	3,371	+11.0%	Shares	Sole	2023-02-03
2022-09-30	$289,638	3,037	+2.6%	Shares	Sole	2022-10-28
2022-06-30	$274,180	2,959	-57.6%	Shares	Sole	2022-07-27
2022-03-31	$705,636	6,972	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.