Apella Capital, LLC

Position in CVS — CVS HEALTH Corp

CIK 1801507 WEST HARTFORD, CT

Position in CVS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$717,943

+$227,916 QoQ

Shares Held

6,940

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,105

of 2,054 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Apella Capital, LLC holds $4,126,425 across 4 Healthcare Plans names. CVS ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,617	$1,918,963
2	ELV	Elevance Health, Inc.	2,932	$1,133,892
3	CVS	CVS HEALTH Corp This page	6,940	$717,943
4	CI	Cigna Group	1,290	$355,627

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$717,943	6,940	+1.7%	Shares	Sole	2026-07-08
2026-03-31	$490,027	6,823	+37.9%	Shares	Sole	2026-04-20
2025-12-31	$392,514	4,946	-0.6%	Shares	Sole	2026-01-21
2025-09-30	$375,140	4,976	+25.8%	Shares	Sole	2025-10-17
2025-06-30	$272,953	3,957	+3.1%	Shares	Sole	2025-07-08
2025-03-31	$260,024	3,838	-4.0%	Shares	Sole	2025-04-10
2024-09-30	$251,394	3,998	+16.7%	Shares	Sole	2024-10-03
2024-03-31	$273,178	3,425	+1.4%	Shares	Sole	2024-04-10
2023-12-31	$266,726	3,378	+4.2%	Shares	Sole	2024-01-05
2023-09-30	$226,356	3,242	-7.9%	Shares	Sole	2023-10-10
2023-06-30	$243,337	3,520	+4.5%	Shares	Sole	2023-07-06
2022-12-31	$313,957	3,369	+5.2%	Shares	Sole	2023-01-10
2022-09-30	$305,470	3,203	-31.9%	Shares	Sole	2022-10-11
2022-06-30	$435,687	4,702	+74.5%	Shares	Sole	2022-07-08
2022-03-31	$272,760	2,695	—	Shares	Sole	2022-04-11
No filing history on record for this holder in this stock.