BAKER TILLY WEALTH MANAGEMENT, LLC

Position in CVS — CVS HEALTH Corp

CIK 1840565 MADISON, WI

Position in CVS

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

Position Value

$1,255,365

+$290,607 QoQ

Shares Held

12,135

-9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#878

of 2,051 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,641,562 across 4 Healthcare Plans names. CVS ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	12,135	$1,255,365
2	CI	Cigna Group	1,877	$517,451
3	UNH	Unitedhealth Group Inc	1,080	$448,880
4	CNC	Centene Corp	6,541	$419,866

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,255,365	12,135	-9.7%	Shares	Sole	2026-07-17
2026-03-31	$964,758	13,433	+1.5%	Shares	Sole	2026-04-10
2025-12-31	$1,050,488	13,237	-0.5%	Shares	Sole	2026-01-08
2025-09-30	$1,002,536	13,298	-2.0%	Shares	Sole	2025-10-09
2025-06-30	$935,920	13,568	+3.6%	Shares	Sole	2025-07-10
2025-03-31	$887,321	13,097	+185.0%	Shares	Sole	2025-04-09
2024-09-30	$288,933	4,595	-45.3%	Shares	Sole	2024-10-24
2024-06-30	$496,281	8,403	-51.9%	Shares	Sole	2024-07-18
2024-03-31	$1,393,247	17,468	+2.4%	Shares	Sole	2024-05-09
2023-12-31	$1,347,215	17,062	-15.1%	Shares	Sole	2024-01-10
2023-09-30	$1,402,823	20,092	-4.5%	Shares	Sole	2023-10-10
2023-06-30	$1,453,942	21,032	+28.3%	Shares	Sole	2023-07-20
2023-03-31	$1,218,238	16,394	+9.9%	Shares	Sole	2023-04-12
2022-12-31	$1,390,674	14,923	-2.5%	Shares	Sole	2023-01-26
2022-09-30	$1,460,400	15,313	+4.2%	Shares	Sole	2022-10-20
2022-06-30	$1,361,268	14,691	-1.3%	Shares	Sole	2022-07-28
2022-03-31	$1,506,106	14,881	-3.8%	Shares	Sole	2022-04-27
2021-12-31	$1,595,369	15,465	+15.7%	Shares	Sole	2022-02-08
2021-09-30	$1,134,408	13,368	+15.7%	Shares	Sole	2021-11-02
2021-06-30	$964,482	11,559	+12.9%	Shares	Sole	2021-07-30
2021-03-31	$769,903	10,234	+4.1%	Shares	Sole	2021-04-28
2020-12-31	$671,389	9,830	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.