Wealthspire Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1646247 NEW YORK, NY

Position in CVS

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

Position Value

$1,967,205

+$775,424 QoQ

Shares Held

19,016

+14.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#756

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $9,832,915 across 5 Healthcare Plans names. CVS ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	15,639	$6,500,037
2	CVS	CVS HEALTH Corp This page	19,016	$1,967,205
3	CI	Cigna Group	2,158	$594,917
4	ELV	Elevance Health, Inc.	1,470	$568,493
5	OSCR	Oscar Health, Inc.	7,092	$202,263

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,967,205	19,016	+14.6%	Shares	Sole	2026-08-11
2026-03-31	$1,191,781	16,594	-29.5%	Shares	Sole	2026-05-01
2025-12-31	$1,867,340	23,530	+53.1%	Shares	Sole	2026-02-13
2025-09-30	$1,158,744	15,370	-15.9%	Shares	Sole	2025-11-14
2025-06-30	$1,260,816	18,278	+10.4%	Shares	Sole	2025-08-11
2025-03-31	$1,121,262	16,550	+3.7%	Shares	Sole	2025-05-09
2024-12-31	$716,534	15,962	+10.1%	Shares	Sole	2025-02-04
2024-09-30	$911,382	14,494	-0.9%	Shares	Sole	2024-11-13
2024-06-30	$864,224	14,633	-25.7%	Shares	Sole	2024-08-08
2024-03-31	$1,571,032	19,697	-11.6%	Shares	Sole	2024-05-06
2023-12-31	$1,759,702	22,286	+1.0%	Shares	Sole	2024-02-07
2023-09-30	$1,541,346	22,076	+26.7%	Shares	Sole	2023-11-06
2023-06-30	$1,204,659	17,426	-0.1%	Shares	Sole	2023-08-01
2023-03-31	$1,296,709	17,450	-11.5%	Shares	Sole	2023-05-09
2022-12-31	$1,837,799	19,721	+18.4%	Shares	Sole	2023-02-14
2022-09-30	$1,588,482	16,656	+9.7%	Shares	Sole	2022-11-14
2022-06-30	$1,406,671	15,181	+9.5%	Shares	Sole	2022-08-09
2022-03-31	$1,403,175	13,864	-37.9%	Shares	Sole	2022-05-09
2021-12-31	$2,302,531	22,320	+126.8%	Shares	Sole	2022-02-14
2021-09-30	$835,192	9,842	+92.6%	Shares	Sole	2021-11-15
2021-06-30	$426,294	5,109	-77.5%	Shares	Sole	2021-08-13
2021-03-31	$1,707,344	22,695	+24.6%	Shares	Sole	2021-05-17
2020-12-31	$1,244,426	18,220	+47.6%	Shares	Sole	2021-02-16
2020-09-30	$720,889	12,344	-40.6%	Shares	Sole	2020-11-16
2020-06-30	$1,350,531	20,787	-33.5%	Shares	Sole	2020-08-14
2020-03-31	$1,853,647	31,243	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.