Wealthquest Corp

Position in CVS — CVS HEALTH Corp

CIK 1632968 CINCINNATI, OH

Position in CVS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$294,315

New position

Shares Held

2,845

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,500

of 2,054 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Wealthquest Corp holds $1,131,642 across 3 Healthcare Plans names. CVS ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,019	$423,526
2	ELV	Elevance Health, Inc.	1,070	$413,801
3	CVS	CVS HEALTH Corp This page	2,845	$294,315

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,315	2,845	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.