United Asset Strategies, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1539948 GARDEN CITY, NY

Position in CVS

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

Position Value

$936,946

+$177,522 QoQ

Shares Held

9,057

-14.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#999

of 2,054 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Healthcare · as of Jun 30, 2026

United Asset Strategies, Inc. holds $1,175,960 across 2 Healthcare Plans names. CVS ranks #1 (79.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp This page	9,057	$936,946
2	CI	Cigna Group	867	$239,014

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$936,946	9,057	-14.3%	Shares	Sole	2026-07-13
2026-03-31	$759,424	10,574	+6.9%	Shares	Sole	2026-04-29
2025-12-31	$784,949	9,891	+11.7%	Shares	Sole	2026-01-28
2025-09-30	$667,352	8,852	+1.8%	Shares	Sole	2025-10-23
2025-06-30	$599,988	8,698	-2.6%	Shares	Sole	2025-08-08
2025-03-31	$605,075	8,931	+9.9%	Shares	Sole	2025-05-14
2024-12-31	$364,910	8,129	-11.8%	Shares	Sole	2025-01-22
2024-09-30	$579,564	9,217	+2.4%	Shares	Sole	2024-10-28
2024-06-30	$531,835	9,005	-9.4%	Shares	Sole	2024-08-01
2024-03-31	$792,575	9,937	+4.5%	Shares	Sole	2024-04-23
2023-12-31	$750,593	9,506	+29.8%	Shares	Sole	2024-01-30
2023-09-30	$511,431	7,325	+73.7%	Shares	Sole	2023-11-07
2023-06-30	$291,590	4,218	-34.1%	Shares	Sole	2023-07-25
2023-03-31	$475,286	6,396	-4.7%	Shares	Sole	2023-07-25
2022-12-31	$625,491	6,712	+6.1%	Shares	Sole	2023-01-26
2022-09-30	$603,596	6,329	+4.6%	Shares	Sole	2022-10-24
2022-06-30	$560,685	6,051	+12.1%	Shares	Sole	2022-08-15
2022-03-31	$546,432	5,399	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.