SageView Advisory Group, LLC

Position in CVS — CVS HEALTH Corp

CIK 1914558 NEWPORT BEACH, CA

Position in CVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$992,188

+$244,686 QoQ

Shares Held

9,591

-7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#966

of 2,051 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SageView Advisory Group, LLC holds $5,682,627 across 4 Healthcare Plans names. CVS ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	9,224	$3,833,771
2	CVS	CVS HEALTH Corp This page	9,591	$992,188
3	HUM	Humana Inc	1,370	$544,191
4	ELV	Elevance Health, Inc.	808	$312,477

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$992,188	9,591	-7.8%	Shares	Sole	2026-08-10
2026-03-31	$747,502	10,408	-12.5%	Shares	Sole	2026-08-10
2025-12-31	$944,384	11,900	-24.1%	Shares	Sole	2026-02-17
2025-09-30	$1,181,889	15,677	+2.7%	Shares	Sole	2025-11-13
2025-06-30	$1,052,841	15,263	+10.3%	Shares	Sole	2025-08-13
2025-03-31	$937,592	13,839	-0.8%	Shares	Sole	2025-05-19
2024-12-31	$626,484	13,956	+14.2%	Shares	Sole	2025-02-13
2024-09-30	$768,204	12,217	-19.4%	Shares	Sole	2024-11-14
2024-06-30	$895,172	15,157	+4.3%	Shares	Sole	2024-08-15
2024-03-31	$1,159,072	14,532	-15.7%	Shares	Sole	2024-05-09
2023-12-31	$1,360,954	17,236	-1.7%	Shares	Sole	2024-03-06
2023-09-30	$1,224,782	17,542	+7.0%	Shares	Sole	2023-11-03
2023-06-30	$1,133,248	16,393	+55.6%	Shares	Sole	2023-08-11
2023-03-31	$783,078	10,538	+13.4%	Shares	Sole	2023-05-02
2022-12-31	$866,201	9,295	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.