Winthrop Advisory Group LLC

Position in CVS — CVS HEALTH Corp

CIK 1739043 BOSTON, MA

Position in CVS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$445,558

+$151,168 QoQ

Shares Held

4,307

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,291

of 2,051 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Winthrop Advisory Group LLC holds $2,039,548 across 3 Healthcare Plans names. CVS ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	3,510	$967,636
2	UNH	Unitedhealth Group Inc	1,507	$626,354
3	CVS	CVS HEALTH Corp This page	4,307	$445,558

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,558	4,307	+5.1%	Shares	Sole	2026-07-17
2026-03-31	$294,390	4,099	-0.1%	Shares	Sole	2026-04-13
2025-12-31	$325,772	4,105	-0.3%	Shares	Sole	2026-01-21
2025-09-30	$310,456	4,118	+27.3%	Shares	Sole	2025-10-24
2025-03-31	$219,171	3,235	-3.9%	Shares	Sole	2025-04-08
2024-09-30	$211,654	3,366	-13.6%	Shares	Sole	2024-10-31
2024-03-31	$310,585	3,894	+0.3%	Shares	Sole	2024-04-17
2023-12-31	$306,601	3,883	+1.3%	Shares	Sole	2024-01-10
2023-09-30	$267,689	3,834	-0.8%	Shares	Sole	2023-11-03
2023-06-30	$267,049	3,863	+0.0%	Shares	Sole	2023-08-02
2023-03-31	$286,985	3,862	-12.6%	Shares	Sole	2023-08-01
2022-12-31	$411,806	4,419	+8.7%	Shares	Sole	2023-08-03
2022-09-30	$387,869	4,067	-0.2%	Shares	Sole	2022-11-04
2022-06-30	$377,589	4,075	-0.1%	Shares	Sole	2022-07-21
2022-03-31	$412,734	4,078	+18.0%	Shares	Sole	2022-04-13
2021-12-31	$356,417	3,455	+0.7%	Shares	Sole	2022-01-12
2021-09-30	$291,154	3,431	+0.2%	Shares	Sole	2021-10-14
2021-06-30	$285,698	3,424	+0.2%	Shares	Sole	2021-07-14
2021-03-31	$257,136	3,418	-9.2%	Shares	Sole	2021-04-23
2020-12-31	$257,217	3,766	—	Shares	Sole	2021-01-25
No filing history on record for this holder in this stock.