Advisor OS, LLC

Position in CVS — CVS HEALTH Corp

CIK 1767580 CHICAGO, IL

Position in CVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$351,002

+$111,701 QoQ

Shares Held

3,393

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,413

of 2,054 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Advisor OS, LLC holds $4,229,117 across 4 Healthcare Plans names. CVS ranks #2 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,176	$3,398,187
2	CVS	CVS HEALTH Corp This page	3,393	$351,002
3	ELV	Elevance Health, Inc.	675	$261,041
4	CI	Cigna Group	794	$218,887

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,002	3,393	+1.8%	Shares	Sole	2026-08-05
2026-03-31	$239,301	3,332	+21.5%	Shares	Sole	2026-05-08
2025-12-31	$217,683	2,743	+0.5%	Shares	Sole	2026-02-04
2025-09-30	$205,661	2,728	-26.9%	Shares	Sole	2025-11-12
2025-06-30	$257,363	3,731	+29.9%	Shares	Sole	2025-08-14
2024-03-31	$229,069	2,872	-20.4%	Shares	Sole	2024-05-09
2023-12-31	$284,806	3,607	+21.7%	Shares	Sole	2024-02-08
2023-06-30	$204,831	2,963	-4.4%	Shares	Sole	2023-08-08
2023-03-31	$230,357	3,100	+24.9%	Shares	Sole	2023-04-25
2021-12-31	$255,937	2,481	+0.1%	Shares	Sole	2022-02-04
2021-06-30	$206,846	2,479	-10.9%	Shares	Sole	2021-08-10
2021-03-31	$209,287	2,782	-57.5%	Shares	Other	2021-05-13
2020-06-30	$425,033	6,542	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.