Linscomb Wealth, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1313294 Houston, TX

Position in CVS

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$306,886

+$92,187 QoQ

Shares Held

4,273

+34.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Healthcare · as of Jun 30, 2026

Linscomb Wealth, Inc. holds $8,384,511 across 2 Healthcare Plans names.

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	13,056	$5,426,465
2	CI	Cigna Group	10,730	$2,958,046

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$306,886	4,273	+34.8%	Shares	Sole	2026-05-11
2025-03-31	$214,699	3,169	-33.3%	Shares	Sole	2025-05-12
2024-09-30	$298,931	4,754	-17.4%	Shares	Sole	2024-11-06
2024-06-30	$339,949	5,756	-94.3%	Shares	Sole	2024-08-07
2024-03-31	$7,986,049	100,126	-1.6%	Shares	Sole	2024-05-14
2023-12-31	$8,031,337	101,714	-4.2%	Shares	Sole	2024-02-06
2023-09-30	$7,413,278	106,177	-4.5%	Shares	Sole	2023-10-10
2023-06-30	$7,688,431	111,217	-4.5%	Shares	Sole	2023-08-09
2023-03-31	$8,657,560	116,506	-1.9%	Shares	Sole	2023-05-11
2022-12-31	$11,068,362	118,772	+1.8%	Shares	Sole	2023-02-14
2022-09-30	$11,122,049	116,620	+0.0%	Shares	Sole	2022-11-09
2022-06-30	$10,801,839	116,575	-2.3%	Shares	Sole	2022-08-15
2022-03-31	$12,076,984	119,326	+1.4%	Shares	Sole	2022-05-17
2021-12-31	$12,134,195	117,625	+0.6%	Shares	Sole	2022-02-10
2021-09-30	$9,924,631	116,953	+0.9%	Shares	Sole	2021-11-03
2021-06-30	$9,672,615	115,923	+4.6%	Shares	Sole	2021-08-10
2021-03-31	$8,333,828	110,778	+4.2%	Shares	Sole	2021-05-12
2020-12-31	$7,259,128	106,283	+3.0%	Shares	Sole	2021-02-11
2020-09-30	$6,024,310	103,156	+4.3%	Shares	Sole	2020-11-13
2020-06-30	$6,426,182	98,910	+35.2%	Shares	Sole	2020-08-11
2020-03-31	$4,340,879	73,165	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.