Meridian Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1697300 LEXINGTON, KY

Position in CVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,200,433

+$407,397 QoQ

Shares Held

11,604

+5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#899

of 2,051 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Healthcare · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $8,398,235 across 5 Healthcare Plans names. CVS ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	13,546	$5,630,123
2	CVS	CVS HEALTH Corp This page	11,604	$1,200,433
3	CI	Cigna Group	2,955	$814,634
4	HUM	Humana Inc	1,372	$544,985
5	ELV	Elevance Health, Inc.	538	$208,060

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,200,433	11,604	+5.1%	Shares	Sole	2026-08-05
2026-03-31	$793,036	11,042	+15.0%	Shares	Sole	2026-05-06
2025-12-31	$762,252	9,605	+2.0%	Shares	Sole	2026-02-04
2025-09-30	$709,796	9,415	-7.7%	Shares	Sole	2025-11-04
2025-06-30	$703,596	10,200	-6.6%	Shares	Sole	2025-08-08
2025-03-31	$739,491	10,915	-6.6%	Shares	Sole	2025-05-12
2024-12-31	$524,764	11,690	-21.9%	Shares	Sole	2025-02-06
2024-09-30	$941,628	14,975	-34.1%	Shares	Sole	2024-11-12
2024-03-31	$1,811,349	22,710	-7.3%	Shares	Sole	2024-04-25
2023-12-31	$1,933,414	24,486	-45.4%	Shares	Sole	2024-02-08
2023-09-30	$3,133,521	44,880	+91.2%	Shares	Sole	2023-10-17
2023-06-30	$1,622,826	23,475	-2.0%	Shares	Sole	2023-08-02
2023-03-31	$1,779,278	23,944	-0.9%	Shares	Sole	2023-05-15
2022-12-31	$2,250,538	24,150	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$2,301,087	24,128	-26.9%	Shares	Sole	2022-11-14
2022-06-30	$3,057,316	32,995	+123.1%	Shares	Sole	2022-08-05
2022-03-31	$1,496,997	14,791	-5.2%	Shares	Sole	2022-05-12
2021-12-31	$1,610,327	15,610	+4.4%	Shares	Sole	2022-01-27
2021-09-30	$1,268,487	14,948	+10.2%	Shares	Sole	2021-10-15
2021-06-30	$1,131,446	13,560	+67.1%	Shares	Sole	2021-07-22
2021-03-31	$610,641	8,117	+26.7%	Shares	Sole	2021-05-07
2020-12-31	$437,461	6,405	-69.7%	Shares	Sole	2021-01-19
2020-09-30	$1,232,648	21,107	+25.8%	Shares	Sole	2020-10-09
2020-06-30	$1,089,871	16,775	+11.3%	Shares	Sole	2020-07-15
2020-03-31	$894,399	15,075	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.