Cornerstone Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1674117 ST. PETERS, MO

Position in CVS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,311,435

+$320,822 QoQ

Shares Held

12,677

-8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#864

of 2,054 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Healthcare · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $2,963,750 across 4 Healthcare Plans names. CVS ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	12,677	$1,311,435
2	UNH	Unitedhealth Group Inc	2,021	$839,988
3	CI	Cigna Group	1,736	$478,580
4	ELV	Elevance Health, Inc.	863	$333,747

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,311,435	12,677	-8.1%	Shares	Sole	2026-07-22
2026-03-31	$990,613	13,793	+2.2%	Shares	Sole	2026-04-24
2025-12-31	$1,071,280	13,499	-2.9%	Shares	Sole	2026-02-05
2025-09-30	$1,048,147	13,903	-0.0%	Shares	Sole	2025-11-04
2025-06-30	$959,442	13,909	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$940,031	13,875	-1.8%	Shares	Sole	2025-04-18
2024-12-31	$634,475	14,134	-15.6%	Shares	Sole	2025-01-21
2024-09-30	$1,053,617	16,756	-2.4%	Shares	Sole	2024-10-16
2024-06-30	$1,014,296	17,174	+7.6%	Shares	Sole	2024-07-16
2024-03-31	$1,272,969	15,960	-5.6%	Shares	Sole	2024-04-19
2023-12-31	$1,335,608	16,915	+3.8%	Shares	Sole	2024-01-10
2023-09-30	$1,137,856	16,297	-5.0%	Shares	Sole	2023-11-07
2023-06-30	$1,185,856	17,154	+3.2%	Shares	Sole	2023-07-14
2023-03-31	$1,235,478	16,626	+9.1%	Shares	Sole	2023-05-15
2022-09-30	$1,453,915	15,245	+0.7%	Shares	Sole	2022-10-14
2022-06-30	$1,403,335	15,145	-2.0%	Shares	Sole	2022-08-04
2022-03-31	$1,563,998	15,453	-2.8%	Shares	Sole	2022-04-21
2021-12-31	$1,640,140	15,899	-23.8%	Shares	Sole	2022-02-14
2021-09-30	$1,770,603	20,865	-0.8%	Shares	Sole	2021-11-12
2021-06-30	$1,755,243	21,036	-1.1%	Shares	Sole	2021-08-09
2021-03-31	$1,600,292	21,272	+2.7%	Shares	Sole	2021-04-30
2020-12-31	$1,414,902	20,716	-3.1%	Shares	Sole	2021-01-29
2020-09-30	$1,249,000	21,387	+6.8%	Shares	Sole	2020-10-13
2020-06-30	$1,300,504	20,017	+26.4%	Shares	Sole	2020-07-16
2020-03-31	$939,193	15,830	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.