GW HENSSLER & ASSOCIATES LTD

Position in CVS — CVS HEALTH Corp

CIK 1080369 KENNESAW, GA

Position in CVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$447,628

+$137,366 QoQ

Shares Held

4,327

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,290

of 2,054 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

GW HENSSLER & ASSOCIATES LTD holds $1,132,095 across 3 Healthcare Plans names. CVS ranks #1 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	4,327	$447,628
2	UNH	Unitedhealth Group Inc	1,069	$444,308
3	ELV	Elevance Health, Inc.	621	$240,159

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,628	4,327	+0.2%	Shares	Sole	2026-07-28
2026-03-31	$310,262	4,320	+8.4%	Shares	Sole	2026-05-15
2025-12-31	$316,408	3,987	-0.5%	Shares	Sole	2026-02-10
2025-09-30	$302,087	4,007	0.0%	Shares	Sole	2026-01-23
2025-06-30	$276,402	4,007	-7.5%	Shares	Sole	2025-07-25
2025-03-31	$293,628	4,334	-98.3%	Shares	Sole	2025-05-15
2024-06-30	$14,854,180	251,510	+1.7%	Shares	Sole	2024-08-01
2024-03-31	$19,720,500	247,248	-8.0%	Shares	Sole	2024-05-07
2023-12-31	$21,214,104	268,669	-3.1%	Shares	Sole	2024-01-26
2023-09-30	$19,356,617	277,236	+1.6%	Shares	Sole	2023-10-24
2023-06-30	$18,865,162	272,894	+3.2%	Shares	Sole	2023-08-02
2023-03-31	$19,650,907	264,445	+1.5%	Shares	Sole	2023-04-26
2022-12-31	$24,273,478	260,473	+0.1%	Shares	Sole	2023-02-03
2022-09-30	$24,828,721	260,341	+0.8%	Shares	Sole	2022-11-04
2022-06-30	$23,933,058	258,289	-0.8%	Shares	Sole	2022-08-04
2022-03-31	$26,339,295	260,244	-0.7%	Shares	Sole	2022-05-09
2021-12-31	$27,048,139	262,196	-0.6%	Shares	Sole	2022-01-28
2021-09-30	$22,394,299	263,897	-15.6%	Shares	Sole	2021-11-02
2021-06-30	$26,096,527	312,758	-0.9%	Shares	Sole	2021-08-09
2021-03-31	$23,741,158	315,581	-0.3%	Shares	Sole	2021-04-28
2020-12-31	$21,613,261	316,446	+0.3%	Shares	Sole	2021-02-02
2020-09-30	$18,424,148	315,482	+0.4%	Shares	Sole	2020-10-22
2020-06-30	$20,411,689	314,171	-1.2%	Shares	Sole	2020-07-21
2020-03-31	$18,872,635	318,096	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.