Badgley Phelps Wealth Managers, LLC

Position in CVS — CVS HEALTH Corp

CIK 1895362 SEATTLE, WA

Position in CVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,302,228

+$388,750 QoQ

Shares Held

12,588

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#867

of 2,051 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $16,891,898 across 4 Healthcare Plans names. CVS ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	27,065	$7,461,279
2	UNH	Unitedhealth Group Inc	17,589	$7,310,516
3	CVS	CVS HEALTH Corp This page	12,588	$1,302,228
4	HUM	Humana Inc	2,059	$817,875

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,302,228	12,588	-1.0%	Shares	Sole	2026-07-31
2026-03-31	$913,478	12,719	+0.6%	Shares	Sole	2026-04-15
2025-12-31	$1,003,031	12,639	-0.0%	Shares	Sole	2026-01-28
2025-09-30	$952,929	12,640	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$871,010	12,627	-1.2%	Shares	Sole	2025-07-16
2025-03-31	$865,709	12,778	+0.1%	Shares	Sole	2025-04-30
2024-12-31	$573,020	12,765	-21.6%	Shares	Sole	2025-02-11
2024-09-30	$1,023,875	16,283	-9.4%	Shares	Sole	2024-10-18
2024-06-30	$1,061,839	17,979	-18.6%	Shares	Sole	2024-08-14
2024-03-31	$1,760,781	22,076	+1.0%	Shares	Sole	2024-05-15
2023-12-31	$1,726,065	21,860	+30.7%	Shares	Sole	2024-02-14
2023-09-30	$1,167,739	16,725	-87.8%	Shares	Sole	2023-11-02
2023-06-30	$9,452,628	136,737	+15.1%	Shares	Sole	2023-08-15
2023-03-31	$8,829,588	118,821	+8.5%	Shares	Sole	2023-04-28
2022-12-31	$10,208,964	109,550	+2.7%	Shares	Sole	2023-01-27
2022-09-30	$10,175,788	106,698	+1467.2%	Shares	Sole	2022-11-09
2022-06-30	$630,829	6,808	+5.1%	Shares	Sole	2022-08-01
2022-03-31	$655,840	6,480	+4.2%	Shares	Sole	2022-05-09
2021-12-31	$641,655	6,220	-3.3%	Shares	Sole	2022-02-08
2021-09-30	$545,734	6,431	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.