UMB Bank, n.a.

Position in CVS — CVS HEALTH Corp

CIK 933429 Kansas City, MO

Back to CVS Full portfolio

Position in CVS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,423,368

+$452,506 QoQ

Shares Held

13,759

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#839

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Common Shares in CVS Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

UMB Bank, n.a. holds $10,844,778 across 9 Healthcare Plans names. CVS ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	17,448	$7,251,912
2	CVS	CVS HEALTH Corp This page	13,759	$1,423,368
3	CI	Cigna Group	2,322	$640,128
4	ELV	Elevance Health, Inc.	1,534	$593,243
5	HUM	Humana Inc	1,261	$500,893
6	CNC	Centene Corp	4,848	$311,192
7	MOH	Molina Healthcare, Inc.	427	$97,654
8	ALHC	Alignment Healthcare, Inc.	779	$18,547

All Filings in CVS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,423,368	13,759	+1.8%	Shares	Defined	2026-08-13
2026-03-31	$970,862	13,518	-4.2%	Shares	Defined	2026-05-11
2025-12-31	$1,119,530	14,107	+28.5%	Shares	Defined	2026-02-13
2025-09-30	$827,631	10,978	-13.7%	Shares	Defined	2025-11-04
2025-06-30	$877,494	12,721	-5.3%	Shares	Defined	2025-07-11
2025-03-31	$909,611	13,426	-11.1%	Shares	Defined	2025-04-14
2024-12-31	$678,152	15,107	-18.8%	Shares	Defined	2025-01-16
2024-09-30	$1,170,447	18,614	-21.5%	Shares	Defined	2024-10-09
2024-06-30	$1,399,839	23,702	-34.4%	Shares	Defined	2024-07-29
2024-03-31	$2,883,243	36,149	-12.1%	Shares	Defined	2024-04-26
2023-12-31	$3,248,651	41,143	-7.1%	Shares	Defined	2024-01-23
2023-09-30	$3,091,978	44,285	-48.4%	Shares	Defined	2023-10-18
2023-06-30	$5,932,321	85,814	-57.9%	Shares	Defined	2023-07-25
2023-03-31	$15,152,105	203,904	-5.3%	Shares	Defined	2023-04-11
2022-12-31	$20,054,953	215,205	-0.2%	Shares	Defined	2023-01-10
2022-09-30	$20,559,673	215,578	+104.3%	Shares	Defined	2022-10-13
2022-06-30	$9,776,926	105,514	-8.5%	Shares	Defined	2022-07-20
2022-03-31	$11,675,078	115,355	-2.7%	Shares	Defined	2022-04-22
2021-12-31	$12,232,299	118,576	+11.0%	Shares	Defined	2022-02-09
2021-09-30	$9,067,205	106,849	-0.2%	Shares	Sole	2021-10-18
2021-06-30	$8,932,418	107,052	-2.3%	Shares	Sole	2021-07-26
2021-03-31	$8,247,238	109,627	+9.8%	Shares	Sole	2021-04-15
2020-12-31	$6,819,549	99,847	-16.2%	Shares	Sole	2021-02-04
2020-09-30	$6,956,432	119,117	0.0%	Shares	Sole	2020-10-16
2020-06-30	$7,739,031	119,117	+1.9%	Shares	Sole	2020-07-16
2020-03-31	$6,934,964	116,888	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.