HCR Wealth Advisors

Position in CVS — CVS HEALTH Corp

CIK 1697715 LOS ANGELES, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$258,418

+$43,512 QoQ

Shares Held

2,498

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,562

of 2,054 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HCR Wealth Advisors holds $1,295,381 across 3 Healthcare Plans names. CVS ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,957	$813,387
2	CVS	CVS HEALTH Corp This page	2,498	$258,418
3	CI	Cigna Group	811	$223,576

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,418	2,498	-7.8%	Shares	Sole	2026-07-13
2025-12-31	$214,906	2,708	-12.4%	Shares	Sole	2026-01-27
2023-09-30	$215,953	3,093	-90.0%	Shares	Sole	2023-10-20
2023-06-30	$2,140,541	30,964	+9.1%	Shares	Sole	2023-08-10
2023-03-31	$2,109,883	28,393	-1.6%	Shares	Sole	2023-05-12
2022-12-31	$2,688,811	28,853	-1.3%	Shares	Sole	2023-02-13
2022-09-30	$2,787,665	29,230	-2.3%	Shares	Sole	2022-11-07
2022-06-30	$2,771,645	29,912	-3.3%	Shares	Sole	2022-08-12
2022-03-31	$3,130,830	30,934	-7.0%	Shares	Sole	2022-05-05
2021-12-31	$3,429,554	33,245	-2.2%	Shares	Sole	2022-02-04
2021-09-30	$2,883,288	33,977	+838.1%	Shares	Sole	2021-11-02
2021-06-30	$302,219	3,622	0.0%	Shares	Sole	2021-07-21
2021-03-31	$272,483	3,622	-14.1%	Shares	Sole	2021-05-13
2020-12-31	$287,952	4,216	+1.1%	Shares	Sole	2021-02-04
2020-09-30	$243,528	4,170	-1.7%	Shares	Sole	2020-11-05
2020-06-30	$275,537	4,241	-5.2%	Shares	Sole	2020-07-30
2020-03-31	$265,442	4,474	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.