Robertson Stephens Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1767307 San Francisco, CA

Position in CVS

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

Position Value

$495,111

+$137,161 QoQ

Shares Held

4,786

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,242

of 2,051 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $3,157,033 across 3 Healthcare Plans names. CVS ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,856	$1,602,669
2	ELV	Elevance Health, Inc.	2,739	$1,059,253
3	CVS	CVS HEALTH Corp This page	4,786	$495,111

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,111	4,786	-4.0%	Shares	Sole	2026-07-29
2026-03-31	$357,950	4,984	-2.4%	Shares	Sole	2026-04-28
2025-12-31	$405,132	5,105	+14.4%	Shares	Sole	2026-02-02
2025-09-30	$336,540	4,464	-5.5%	Shares	Sole	2025-11-12
2025-06-30	$325,723	4,722	-0.3%	Shares	Sole	2025-07-24
2025-03-31	$320,864	4,736	-15.2%	Shares	Sole	2025-04-17
2024-12-31	$250,845	5,588	-3.3%	Shares	Sole	2025-01-27
2024-09-30	$363,446	5,780	-59.9%	Shares	Sole	2024-11-12
2024-06-30	$851,704	14,421	+7.1%	Shares	Sole	2024-08-13
2024-03-31	$1,074,287	13,469	+10.8%	Shares	Sole	2024-05-15
2023-12-31	$959,916	12,157	-52.8%	Shares	Sole	2024-02-06
2023-09-30	$1,798,353	25,757	-33.0%	Shares	Sole	2023-11-13
2023-06-30	$2,657,910	38,448	-1.0%	Shares	Sole	2023-08-11
2023-03-31	$2,884,714	38,820	-12.6%	Shares	Sole	2023-05-11
2022-12-31	$4,140,618	44,432	+0.6%	Shares	Sole	2023-02-14
2022-09-30	$4,211,443	44,159	-7.1%	Shares	Sole	2022-11-14
2022-06-30	$4,406,075	47,551	-4.4%	Shares	Sole	2022-08-12
2022-03-31	$5,033,173	49,730	+8.4%	Shares	Sole	2022-05-16
2021-12-31	$4,731,020	45,861	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.