Laird Norton Wetherby Trust Company, LLC
BankPosition in CVS — CVS HEALTH Corp
CIK 723204
Seattle, WA
Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,792,631
+$695,990 QoQ
Shares Held
26,995
-7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#675
of 2,051 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $26,893,204 across 7 Healthcare Plans names. CVS ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
33,445 | $13,900,745 | |
| 2 | CI |
Cigna Group
|
14,939 | $4,118,383 | |
| 3 | ELV |
Elevance Health, Inc.
|
8,215 | $3,176,986 | |
| 4 | CVS |
CVS HEALTH Corp
This page
|
26,995 | $2,792,631 | |
| 5 | HUM |
Humana Inc
|
3,654 | $1,451,441 | |
| 6 | CNC |
Centene Corp
|
17,153 | $1,101,050 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,539 | $351,968 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,792,631 | 26,995 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,096,641 | 29,193 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,284,138 | 28,782 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||