RITHOLTZ WEALTH MANAGEMENT

Position in CVS — CVS HEALTH Corp

CIK 1698218 NEW YORK, NY

Position in CVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,671,079

+$1,353,398 QoQ

Shares Held

25,820

+40.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#688

of 2,054 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $15,964,439 across 6 Healthcare Plans names. CVS ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	22,405	$9,312,190
2	CVS	CVS HEALTH Corp This page	25,820	$2,671,079
3	CI	Cigna Group	5,238	$1,444,011
4	HUM	Humana Inc	2,761	$1,096,724
5	ELV	Elevance Health, Inc.	2,430	$939,753
6	CNC	Centene Corp	7,800	$500,682

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,671,079	25,820	+40.7%	Shares	Sole	2026-08-11
2026-03-31	$1,317,681	18,347	+3.3%	Shares	Sole	2026-04-20
2025-12-31	$1,409,354	17,759	+11.4%	Shares	Sole	2026-01-23
2025-09-30	$1,201,716	15,940	+7.2%	Shares	Sole	2025-10-28
2025-06-30	$1,025,456	14,866	+35.0%	Shares	Sole	2025-07-28
2025-03-31	$745,859	11,009	+213.9%	Shares	Sole	2025-04-17
2024-09-30	$220,520	3,507	-44.2%	Shares	Sole	2024-10-10
2024-06-30	$371,192	6,285	-49.9%	Shares	Sole	2024-08-01
2024-03-31	$999,871	12,536	-4.4%	Shares	Sole	2024-04-24
2023-12-31	$1,035,718	13,117	-9.5%	Shares	Sole	2024-01-18
2023-09-30	$1,011,691	14,490	+2.4%	Shares	Sole	2023-10-13
2023-06-30	$978,466	14,154	+39.8%	Shares	Sole	2023-07-17
2023-03-31	$752,537	10,127	-25.9%	Shares	Sole	2023-04-20
2022-12-31	$1,273,627	13,667	-48.7%	Shares	Sole	2023-01-19
2022-09-30	$2,539,416	26,627	+107.8%	Shares	Sole	2022-10-19
2022-06-30	$1,187,345	12,814	+12.7%	Shares	Sole	2022-07-15
2022-03-31	$1,150,656	11,369	+21.0%	Shares	Sole	2022-04-14
2021-12-31	$969,394	9,397	+14.7%	Shares	Sole	2022-01-18
2021-09-30	$695,257	8,193	+9.6%	Shares	Sole	2021-10-14
2021-06-30	$623,880	7,477	+21.5%	Shares	Sole	2021-07-20
2021-03-31	$463,040	6,155	+2.2%	Shares	Sole	2021-05-12
2020-12-31	$411,370	6,023	+74.1%	Shares	Sole	2021-01-19
2020-09-30	$202,005	3,459	-8.3%	Shares	Sole	2020-10-23
2020-06-30	$245,131	3,773	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.