Confluence Wealth Services, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1910411 MCMURRAY, PA

Position in CVS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,624,992

+$787,571 QoQ

Shares Held

15,708

+34.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#800

of 2,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $5,996,805 across 4 Healthcare Plans names. CVS ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,916	$3,290,127
2	CVS	CVS HEALTH Corp This page	15,708	$1,624,992
3	ELV	Elevance Health, Inc.	1,526	$590,149
4	CI	Cigna Group	1,783	$491,537

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,624,992	15,708	+34.7%	Shares	Sole	2026-07-22
2026-03-31	$837,421	11,660	+27.6%	Shares	Sole	2026-05-07
2025-12-31	$725,112	9,137	-1.4%	Shares	Sole	2026-01-28
2025-09-30	$698,412	9,264	-2.9%	Shares	Sole	2025-10-28
2025-06-30	$658,138	9,541	0.0%	Shares	Sole	2025-07-22
2025-03-31	$646,402	9,541	+131.7%	Shares	Sole	2025-04-24
2024-12-31	$184,857	4,118	-51.3%	Shares	Sole	2025-01-27
2024-09-30	$531,587	8,454	-14.1%	Shares	Sole	2024-10-29
2024-06-30	$581,150	9,840	-4.8%	Shares	Sole	2024-07-31
2024-03-31	$824,558	10,338	-11.4%	Shares	Sole	2024-04-22
2023-12-31	$921,305	11,668	-17.6%	Shares	Sole	2024-01-25
2023-09-30	$989,070	14,166	-7.7%	Shares	Sole	2023-11-01
2023-06-30	$1,061,145	15,350	-3.7%	Shares	Sole	2023-08-01
2023-03-31	$1,184,352	15,938	-6.8%	Shares	Sole	2023-05-12
2022-12-31	$1,592,803	17,092	+5.9%	Shares	Sole	2023-02-10
2022-09-30	$1,539,176	16,139	-7.1%	Shares	Sole	2022-11-08
2022-06-30	$1,609,040	17,365	+37.4%	Shares	Sole	2022-08-15
2022-03-31	$1,279,091	12,638	-1.1%	Shares	Sole	2022-04-26
2021-12-31	$1,318,591	12,782	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.