Empirical Asset Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1926596 WELLESLEY, MA

Position in CVS

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

Position Value

$566,181

+$311,983 QoQ

Shares Held

5,473

+45.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,191

of 2,051 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Empirical Asset Management, LLC holds $2,930,904 across 4 Healthcare Plans names. CVS ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,408	$1,416,467
2	CVS	CVS HEALTH Corp This page	5,473	$566,181
3	ELV	Elevance Health, Inc.	1,399	$541,035
4	CNC	Centene Corp	6,344	$407,221

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$566,181	5,473	+45.9%	Shares	Sole	2026-08-10
2025-03-31	$254,198	3,752	-89.8%	Shares	Sole	2025-05-12
2024-12-31	$193,573	36,885	+816.4%	Shares	Sole	2025-01-15
2024-09-30	$253,092	4,025	-47.5%	Shares	Sole	2024-10-11
2024-06-30	$452,517	7,662	-32.7%	Shares	Sole	2024-08-12
2024-03-31	$907,828	11,382	+177.8%	Shares	Sole	2024-05-10
2023-12-31	$323,499	4,097	+0.1%	Shares	Sole	2024-01-12
2023-09-30	$285,633	4,091	-1.5%	Shares	Sole	2023-11-01
2023-06-30	$287,027	4,152	-2.3%	Shares	Sole	2023-08-01
2023-03-31	$315,817	4,250	-61.5%	Shares	Sole	2023-04-18
2022-12-31	$1,029,097	11,043	+134.6%	Shares	Sole	2023-01-31
2022-09-30	$448,906	4,707	-7.1%	Shares	Sole	2022-10-19
2022-06-30	$469,693	5,069	+22.2%	Shares	Sole	2022-07-18
2022-03-31	$419,920	4,149	-55.8%	Shares	Sole	2022-05-06
2021-12-31	$968,569	9,389	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.