Bedel Financial Consulting, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1730511 INDIANAPOLIS, IN

Position in CVS

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

Position Value

$228,521

+$122,049 QoQ

Shares Held

2,209

+110.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,638

of 2,054 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Bedel Financial Consulting, Inc. holds $1,649,146 across 3 Healthcare Plans names. CVS ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	2,603	$1,006,658
2	UNH	Unitedhealth Group Inc	996	$413,967
3	CVS	CVS HEALTH Corp This page	2,209	$228,521

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,521	2,209	+110.0%	Shares	Sole	2026-07-29
2022-03-31	$106,472	1,052	-12.8%	Shares	Sole	2022-04-19
2021-12-31	$124,514	1,207	+4.1%	Shares	Other	2022-01-11
2021-09-30	$98,352	1,159	0.0%	Shares	Sole	2021-10-12
2021-06-30	$96,706	1,159	+37.5%	Shares	Sole	2021-08-03
2021-03-31	$63,418	843	-2.4%	Shares	Sole	2021-04-26
2020-12-31	$59,011	864	+13.1%	Shares	Sole	2021-02-02
2020-09-30	$44,617	764	-0.4%	Shares	Sole	2020-10-20
2020-06-30	$49,831	767	-40.0%	Shares	Sole	2020-07-14
2020-03-31	$75,883	1,279	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.