LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in CVS — CVS HEALTH Corp

CIK 932974 BOSTON, MA

Position in CVS

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

Position Value

$97,967

+$29,954 QoQ

Shares Held

947

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,783

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $1,530,837 across 5 Healthcare Plans names. CVS ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,190	$910,229
2	CI	Cigna Group	1,566	$431,714
3	CVS	CVS HEALTH Corp This page	947	$97,967
4	HUM	Humana Inc	115	$45,680
5	ELV	Elevance Health, Inc.	117	$45,247

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,967	947	0.0%	Shares	Sole	2026-07-30
2026-03-31	$68,013	947	-89.1%	Shares	Sole	2026-04-13
2025-12-31	$690,432	8,700	0.0%	Shares	Sole	2026-01-28
2025-09-30	$655,893	8,700	-3.0%	Shares	Sole	2025-10-24
2025-06-30	$618,957	8,973	0.0%	Shares	Sole	2025-07-30
2025-03-31	$607,920	8,973	-7.7%	Shares	Sole	2025-04-24
2024-12-31	$436,465	9,723	-2.3%	Shares	Sole	2025-01-28
2024-09-30	$625,718	9,951	-8.3%	Shares	Sole	2024-10-25
2024-06-30	$641,037	10,854	-15.3%	Shares	Sole	2024-07-17
2024-03-31	$1,021,805	12,811	-11.2%	Shares	Sole	2024-04-23
2023-12-31	$1,138,682	14,421	0.0%	Shares	Sole	2024-02-01
2023-09-30	$1,006,874	14,421	-5.9%	Shares	Sole	2023-11-03
2023-06-30	$1,059,278	15,323	+52.1%	Shares	Sole	2023-08-01
2023-03-31	$748,524	10,073	-0.2%	Shares	Sole	2023-05-02
2022-12-31	$940,939	10,097	-0.2%	Shares	Sole	2023-03-02
2022-09-30	$964,476	10,113	-2.8%	Shares	Sole	2022-10-25
2022-06-30	$963,941	10,403	+1.2%	Shares	Sole	2022-07-26
2022-03-31	$1,040,337	10,279	-5.7%	Shares	Sole	2022-04-13
2021-12-31	$1,124,753	10,903	-17.5%	Shares	Sole	2022-02-14
2021-09-30	$1,121,594	13,217	-1.5%	Shares	Sole	2021-11-12
2021-06-30	$1,119,764	13,420	-48.7%	Shares	Sole	2021-08-13
2021-03-31	$1,966,361	26,138	+0.1%	Shares	Sole	2021-04-14
2020-12-31	$1,783,996	26,120	-8.5%	Shares	Sole	2021-01-14
2020-09-30	$1,667,320	28,550	-49.9%	Shares	Sole	2020-10-15
2020-06-30	$3,701,210	56,968	-48.4%	Shares	Sole	2020-07-30
2020-03-31	$6,551,277	110,421	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.