McAdam, LLC

Position in CVS — CVS HEALTH Corp

CIK 1695490 Philadelphia, PA

Position in CVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$450,214

+$177,514 QoQ

Shares Held

4,352

+14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,288

of 2,054 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

McAdam, LLC holds $2,753,665 across 5 Healthcare Plans names. CVS ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,782	$1,156,282
2	CVS	CVS HEALTH Corp This page	4,352	$450,214
3	CI	Cigna Group	1,630	$449,358
4	ELV	Elevance Health, Inc.	1,108	$428,496
5	HUM	Humana Inc	678	$269,315

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$450,214	4,352	+14.6%	Shares	Sole	2026-08-04
2026-03-31	$272,700	3,797	+5.4%	Shares	Sole	2026-05-08
2025-12-31	$285,934	3,603	+27.2%	Shares	Sole	2026-02-13
2025-09-30	$213,504	2,832	-35.0%	Shares	Sole	2025-10-29
2024-09-30	$273,779	4,354	+12.1%	Shares	Sole	2024-10-22
2020-03-31	$230,497	3,885	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.