Greenwich Wealth Management LLC

Position in CVS — CVS HEALTH Corp

CIK 1439805 GREENWICH, CT

Position in CVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,466,765

+$700,424 QoQ

Shares Held

23,845

-3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#704

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

Greenwich Wealth Management LLC holds $17,416,027 across 5 Healthcare Plans names. CVS ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	20,074	$8,343,356
2	CI	Cigna Group	14,629	$4,032,922
3	CVS	CVS HEALTH Corp This page	23,845	$2,466,765
4	CNC	Centene Corp	36,704	$2,356,029
5	ELV	Elevance Health, Inc.	561	$216,955

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,466,765	23,845	-3.0%	Shares	Sole	2026-08-12
2026-03-31	$1,766,341	24,594	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$1,955,747	24,644	+4.3%	Shares	Sole	2026-02-10
2025-09-30	$1,781,616	23,632	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$1,632,411	23,665	+0.0%	Shares	Sole	2025-08-13
2025-03-31	$1,603,236	23,664	-0.8%	Shares	Sole	2025-05-12
2024-12-31	$1,070,806	23,854	-2.9%	Shares	Sole	2025-02-10
2024-09-30	$1,544,144	24,557	+3.9%	Shares	Sole	2024-10-29
2024-06-30	$1,395,883	23,635	-1.3%	Shares	Sole	2024-08-09
2024-03-31	$1,909,932	23,946	+0.7%	Shares	Sole	2024-05-13
2023-12-31	$1,877,905	23,783	-0.8%	Shares	Sole	2024-02-01
2023-09-30	$1,674,493	23,983	0.0%	Shares	Sole	2023-11-07
2023-06-30	$1,657,944	23,983	-0.7%	Shares	Sole	2023-07-31
2023-03-31	$1,794,809	24,153	0.0%	Shares	Sole	2023-04-24
2022-12-31	$2,250,818	24,153	0.0%	Shares	Sole	2023-02-06
2022-09-30	$2,303,471	24,153	-3.2%	Shares	Sole	2022-11-14
2022-06-30	$2,311,218	24,943	-0.1%	Shares	Sole	2022-08-08
2022-03-31	$2,526,707	24,965	-0.5%	Shares	Sole	2022-05-11
2021-12-31	$2,587,046	25,078	-0.3%	Shares	Sole	2022-01-28
2021-09-30	$2,135,586	25,166	+0.1%	Shares	Sole	2021-10-19
2021-06-30	$2,097,681	25,140	+2.2%	Shares	Sole	2021-07-27
2021-03-31	$1,851,335	24,609	-0.1%	Shares	Sole	2021-05-06
2020-12-31	$1,682,024	24,627	-0.6%	Shares	Sole	2021-02-12
2020-09-30	$1,447,560	24,787	-0.1%	Shares	Sole	2020-10-29
2020-06-30	$1,611,645	24,806	+0.2%	Shares	Sole	2020-08-11
2020-03-31	$1,469,188	24,763	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.