WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CVS — CVS HEALTH Corp

CIK 1632972 PLYMOUTH, MN

Position in CVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$44,312,290

+$17,947,384 QoQ

Shares Held

428,345

+16.7% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#33

of 1,124 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Healthcare · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $252,694,651 across 11 Healthcare Plans names. CVS ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	214,789	$89,272,752
2	CI	Cigna Group	176,905	$48,769,170
3	CVS	CVS HEALTH Corp This page	428,345	$44,312,290
4	CNC	Centene Corp	618,349	$39,691,822
5	ELV	Elevance Health, Inc.	34,065	$13,173,957
6	MOH	Molina Healthcare, Inc.	52,673	$12,046,315
7	HUM	Humana Inc	7,907	$3,140,818
8	PGNY	Progyny, Inc.	34,126	$983,852

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,312,290	428,345	+16.7%	Shares	Sole	2026-07-15
2026-03-31	$26,364,906	367,097	-15.8%	Shares	Sole	2026-04-08
2025-12-31	$34,606,991	436,076	+10.0%	Shares	Sole	2026-01-08
2025-09-30	$29,882,183	396,368	+186.6%	Shares	Sole	2025-10-29
2025-06-30	$9,541,175	138,318	-7.3%	Shares	Sole	2025-07-10
2025-03-31	$10,111,484	149,247	-48.0%	Shares	Sole	2025-04-16
2024-12-31	$12,882,981	286,990	+67.5%	Shares	Sole	2025-03-17
2024-09-30	$10,776,814	171,387	-6.7%	Shares	Sole	2024-10-24
2024-06-30	$10,850,503	183,720	-9.4%	Shares	Sole	2024-07-16
2024-03-31	$16,178,358	202,838	+0.4%	Shares	Sole	2024-04-15
2023-12-31	$15,951,104	202,015	-65.6%	Shares	Sole	2024-01-30
2023-09-30	$40,971,423	586,815	+6506.0%	Shares	Sole	2023-11-13
2023-06-30	$614,081	8,883	-42.4%	Shares	Sole	2023-07-21
2023-03-31	$1,146,083	15,423	+225.1%	Shares	Sole	2023-04-25
2022-12-31	$442,093	4,744	-3.5%	Shares	Sole	2023-02-01
2022-09-30	$468,743	4,915	-91.3%	Shares	Sole	2022-10-17
2022-06-30	$5,239,181	56,542	+604.2%	Shares	Sole	2022-07-18
2022-03-31	$812,615	8,029	+0.3%	Shares	Sole	2022-04-18
2021-12-31	$825,486	8,002	-52.3%	Shares	Sole	2022-02-08
2021-09-30	$1,424,459	16,786	-2.0%	Shares	Sole	2021-11-03
2021-03-31	$1,288,614	17,129	+1.5%	Shares	Sole	2021-05-12
2020-12-31	$1,152,289	16,871	-39.4%	Shares	Sole	2021-02-10
2020-09-30	$1,626,264	27,847	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.