RWA WEALTH PARTNERS, LLC

Position in CVS — CVS HEALTH Corp

CIK 1544576 BOSTON, MA

Position in CVS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,940,409

+$1,854,785 QoQ

Shares Held

57,423

+0.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#476

of 2,054 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Healthcare · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $16,304,228 across 4 Healthcare Plans names. CVS ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	57,423	$5,940,409
2	CI	Cigna Group	21,289	$5,868,951
3	UNH	Unitedhealth Group Inc	6,246	$2,596,024
4	ELV	Elevance Health, Inc.	4,910	$1,898,844

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,940,409	57,423	+0.9%	Shares	Sole	2026-08-07
2026-03-31	$4,085,624	56,887	+0.2%	Shares	Sole	2026-05-13
2025-12-31	$4,506,933	56,791	+5.7%	Shares	Sole	2026-02-12
2025-09-30	$4,052,136	53,749	-0.3%	Shares	Sole	2025-11-10
2025-06-30	$3,718,090	53,901	-2.2%	Shares	Sole	2025-08-06
2025-03-31	$3,733,295	55,104	+5.2%	Shares	Sole	2025-05-13
2024-12-31	$2,350,440	52,360	-7.5%	Shares	Sole	2025-02-12
2024-09-30	$3,559,699	56,611	+0.8%	Shares	Sole	2024-11-08
2024-06-30	$3,315,982	56,146	-7.1%	Shares	Sole	2024-08-12
2024-03-31	$4,821,411	60,449	-5.5%	Shares	Sole	2024-04-29
2023-12-31	$5,049,649	63,952	+23.6%	Shares	Sole	2024-02-01
2023-09-30	$3,612,137	51,735	-6.1%	Shares	Sole	2023-10-11
2023-06-30	$3,810,583	55,122	+1506.6%	Shares	Sole	2023-08-04
2023-03-31	$254,957	3,431	0.0%	Shares	Sole	2023-04-26
2022-12-31	$319,734	3,431	+4.5%	Shares	Sole	2023-01-19
2022-09-30	$313,004	3,282	+0.0%	Shares	Sole	2022-10-14
2022-06-30	$304,017	3,281	+17.6%	Shares	Sole	2022-07-14
2022-03-31	$282,375	2,790	+17.5%	Shares	Sole	2022-05-04
2021-12-31	$244,901	2,374	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.