Wealthcare Advisory Partners LLC

Position in CVS — CVS HEALTH Corp

CIK 1683059 WEST CHESTER, PA

Position in CVS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$892,980

+$190,725 QoQ

Shares Held

8,632

-11.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,017

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

Wealthcare Advisory Partners LLC holds $6,113,809 across 5 Healthcare Plans names. CVS ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,579	$3,565,689
2	ELV	Elevance Health, Inc.	2,561	$990,415
3	CVS	CVS HEALTH Corp This page	8,632	$892,980
4	CI	Cigna Group	1,505	$414,898
5	CNC	Centene Corp	3,892	$249,827

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$892,980	8,632	-11.7%	Shares	Sole	2026-07-09
2026-03-31	$702,255	9,778	-2.1%	Shares	Sole	2026-04-14
2025-12-31	$792,488	9,986	-3.7%	Shares	Sole	2026-01-14
2025-09-30	$781,869	10,371	+4.9%	Shares	Sole	2025-11-07
2025-06-30	$681,660	9,882	-1.0%	Shares	Sole	2025-07-22
2025-03-31	$676,416	9,984	-0.4%	Shares	Sole	2025-04-15
2024-12-31	$449,797	10,020	-5.7%	Shares	Sole	2025-01-15
2024-09-30	$668,100	10,625	-5.9%	Shares	Sole	2024-11-04
2024-06-30	$667,082	11,295	-6.3%	Shares	Sole	2024-08-12
2024-03-31	$961,427	12,054	-2.3%	Shares	Sole	2024-04-15
2023-12-31	$974,050	12,336	+0.4%	Shares	Sole	2024-02-06
2023-09-30	$858,157	12,291	-6.0%	Shares	Sole	2023-10-12
2023-06-30	$903,736	13,073	-0.8%	Shares	Sole	2023-07-17
2023-03-31	$978,959	13,174	+3.6%	Shares	Sole	2023-05-04
2022-12-31	$1,184,817	12,714	+68.5%	Shares	Sole	2023-02-13
2022-09-30	$719,471	7,544	+4.2%	Shares	Sole	2022-11-14
2022-06-30	$670,580	7,237	-0.5%	Shares	Sole	2022-08-15
2022-03-31	$736,201	7,274	-12.1%	Shares	Sole	2022-04-15
2021-12-31	$853,649	8,275	+11.1%	Shares	Sole	2022-02-11
2021-09-30	$631,867	7,446	+3.5%	Shares	Sole	2021-11-15
2021-06-30	$600,434	7,196	-1.0%	Shares	Sole	2021-08-16
2021-03-31	$546,771	7,268	+38.5%	Shares	Sole	2021-04-30
2020-12-31	$358,506	5,249	+2.8%	Shares	Sole	2021-02-12
2020-09-30	$298,307	5,108	+0.7%	Shares	Sole	2020-10-29
2020-06-30	$329,722	5,075	+36.6%	Shares	Sole	2020-07-29
2020-03-31	$220,410	3,715	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.