Key Client Fiduciary Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1912612 Fairfield, NJ

Position in CVS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$874,566

+$288,013 QoQ

Shares Held

8,454

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,022

of 2,054 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Key Client Fiduciary Advisors, LLC holds $874,566 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp This page	8,454	$874,566

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$874,566	8,454	+3.5%	Shares	Sole	2026-07-09
2026-03-31	$586,553	8,167	+2.9%	Shares	Sole	2026-04-09
2025-12-31	$630,039	7,939	-0.4%	Shares	Sole	2026-01-28
2025-09-30	$600,782	7,969	+2.3%	Shares	Sole	2025-10-14
2025-06-30	$537,423	7,791	+9.8%	Shares	Sole	2025-07-09
2025-03-31	$480,754	7,096	+1.4%	Shares	Sole	2025-04-10
2024-12-31	$314,230	7,000	-2.5%	Shares	Sole	2025-01-17
2024-09-30	$451,604	7,182	+12.4%	Shares	Sole	2024-10-18
2024-06-30	$377,216	6,387	-1.5%	Shares	Sole	2024-07-16
2024-03-31	$516,924	6,481	-0.4%	Shares	Sole	2024-04-15
2023-12-31	$513,713	6,506	+5.1%	Shares	Sole	2024-01-09
2023-09-30	$432,325	6,192	+16.0%	Shares	Sole	2023-11-14
2023-06-30	$369,015	5,338	+22.7%	Shares	Sole	2023-07-13
2023-03-31	$323,322	4,351	+4.2%	Shares	Sole	2023-04-25
2022-12-31	$389,254	4,177	+22.7%	Shares	Sole	2023-01-17
2022-09-30	$324,734	3,405	-12.6%	Shares	Sole	2022-10-12
2022-06-30	$361,003	3,896	+5.3%	Shares	Sole	2022-07-19
2022-03-31	$374,375	3,699	-3.9%	Shares	Sole	2022-04-18
2021-12-31	$397,269	3,851	—	Shares	Sole	2022-03-01
No filing history on record for this holder in this stock.