EADS & HEALD WEALTH MANAGEMENT

Position in CVS — CVS HEALTH Corp

CIK 1035912 ATLANTA, GA

Position in CVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$949,153

+$168,973 QoQ

Shares Held

9,175

-15.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#994

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

EADS & HEALD WEALTH MANAGEMENT holds $3,289,776 across 4 Healthcare Plans names. CVS ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	3,940	$1,086,179
2	CVS	CVS HEALTH Corp This page	9,175	$949,153
3	UNH	Unitedhealth Group Inc	1,669	$693,686
4	ELV	Elevance Health, Inc.	1,450	$560,758

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,153	9,175	-15.5%	Shares	Sole	2026-07-31
2026-03-31	$780,180	10,863	0.0%	Shares	Sole	2026-04-29
2025-12-31	$862,087	10,863	-3.6%	Shares	Sole	2026-01-29
2025-09-30	$849,645	11,270	-3.3%	Shares	Sole	2025-10-22
2025-06-30	$804,306	11,660	+4.9%	Shares	Sole	2025-07-22
2025-03-31	$752,838	11,112	-1.2%	Shares	Sole	2025-04-25
2024-12-31	$505,057	11,251	-23.1%	Shares	Sole	2025-01-17
2024-09-30	$920,185	14,634	-6.6%	Shares	Sole	2024-10-28
2024-06-30	$925,293	15,667	-17.8%	Shares	Sole	2024-07-23
2024-03-31	$1,520,704	19,066	-8.0%	Shares	Sole	2024-04-23
2023-12-31	$1,636,130	20,721	-7.4%	Shares	Sole	2024-01-30
2023-09-30	$1,562,920	22,385	-6.1%	Shares	Sole	2023-10-27
2023-06-30	$1,647,644	23,834	-5.9%	Shares	Sole	2023-07-25
2023-03-31	$1,881,157	25,315	+4.5%	Shares	Sole	2023-04-21
2022-12-31	$2,256,595	24,215	+4.6%	Shares	Sole	2023-01-27
2022-09-30	$2,208,387	23,156	+1.1%	Shares	Sole	2022-10-27
2022-06-30	$2,121,358	22,894	-1.0%	Shares	Sole	2022-07-26
2022-03-31	$2,340,683	23,127	-8.3%	Shares	Sole	2022-04-27
2021-12-31	$2,600,869	25,212	-3.9%	Shares	Sole	2022-01-31
2021-09-30	$2,225,198	26,222	+5.8%	Shares	Sole	2021-10-27
2021-06-30	$2,068,477	24,790	-2.4%	Shares	Sole	2021-07-30
2021-03-31	$1,911,594	25,410	+0.1%	Shares	Sole	2021-04-29
2020-12-31	$1,734,205	25,391	+3.0%	Shares	Sole	2021-02-02
2020-09-30	$1,440,144	24,660	+42.7%	Shares	Sole	2020-11-02
2020-06-30	$1,122,356	17,275	+4.4%	Shares	Sole	2020-07-29
2020-03-31	$981,436	16,542	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.