Stratos Wealth Partners, LTD.

Position in CVS — CVS HEALTH Corp

CIK 1612865 BEACHWOOD, OH

Position in CVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,040,239

+$2,414,522 QoQ

Shares Held

39,055

+72.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#563

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Stratos Wealth Partners, LTD. holds $23,417,200 across 5 Healthcare Plans names. CVS ranks #2 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	38,907	$16,170,916
2	CVS	CVS HEALTH Corp This page	39,055	$4,040,239
3	CI	Cigna Group	4,302	$1,185,975
4	ELV	Elevance Health, Inc.	2,896	$1,119,970
5	HUM	Humana Inc	2,266	$900,100

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,040,239	39,055	+72.5%	Shares	Sole	2026-08-11
2026-03-31	$1,625,717	22,636	-8.2%	Shares	Sole	2026-04-28
2025-12-31	$1,957,096	24,661	-6.6%	Shares	Sole	2026-01-20
2025-09-30	$1,989,843	26,394	+1.1%	Shares	Sole	2025-11-06
2025-06-30	$1,801,274	26,113	-3.6%	Shares	Sole	2025-07-29
2025-03-31	$1,834,466	27,077	-31.7%	Shares	Sole	2025-04-30
2024-12-31	$1,780,202	39,657	-24.2%	Shares	Sole	2025-01-27
2024-09-30	$3,290,510	52,330	+11.5%	Shares	Sole	2024-10-17
2024-06-30	$2,771,272	46,923	-24.5%	Shares	Sole	2024-07-24
2024-03-31	$4,956,286	62,140	+1.4%	Shares	Sole	2024-04-16
2023-12-31	$4,838,037	61,272	-7.0%	Shares	Sole	2024-01-24
2023-09-30	$4,600,090	65,885	+6.2%	Shares	Sole	2023-10-24
2023-06-30	$4,286,820	62,011	+7.0%	Shares	Sole	2023-07-18
2023-03-31	$4,305,447	57,939	-18.7%	Shares	Sole	2023-04-27
2022-12-31	$6,639,041	71,242	+4.9%	Shares	Sole	2023-01-19
2022-09-30	$6,477,053	67,915	-5.4%	Shares	Sole	2022-10-24
2022-06-30	$6,655,489	71,827	-2.2%	Shares	Sole	2022-07-22
2022-03-31	$7,434,785	73,459	+7.9%	Shares	Sole	2022-04-26
2021-12-31	$7,025,711	68,105	-3.6%	Shares	Sole	2022-01-14
2021-09-30	$5,993,152	70,624	+4.3%	Shares	Sole	2021-10-19
2021-06-30	$5,650,807	67,723	+0.1%	Shares	Sole	2021-07-19
2021-03-31	$5,087,579	67,627	-2.0%	Shares	Sole	2021-04-27
2020-12-31	$4,710,855	68,973	-4.5%	Shares	Sole	2021-01-29
2020-09-30	$4,217,239	72,213	-6.4%	Shares	Sole	2020-10-29
2020-06-30	$5,013,734	77,170	-6.9%	Shares	Sole	2020-07-28
2020-03-31	$4,916,380	82,865	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.