Strategic Wealth Partners, Ltd.

Position in CVS — CVS HEALTH Corp

CIK 1720777 INDEPENDENCE, OH

Position in CVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$346,867

+$92,409 QoQ

Shares Held

3,353

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,422

of 2,059 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $1,348,799 across 5 Healthcare Plans names. CVS ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,298	$539,487
2	CVS	CVS HEALTH Corp This page	3,353	$346,867
3	CI	Cigna Group	1,030	$283,950
4	ELV	Elevance Health, Inc.	448	$173,255
5	CLOV	Clover Health Investments, Corp. /De	1,000	$5,240

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,867	3,353	-5.4%	Shares	Sole	2026-08-12
2026-03-31	$254,458	3,543	-2.6%	Shares	Sole	2026-05-12
2025-12-31	$288,791	3,639	+9.5%	Shares	Sole	2026-05-12
2025-09-30	$250,520	3,323	-5.9%	Shares	Sole	2025-11-14
2025-06-30	$243,568	3,531	-27.8%	Shares	Sole	2025-08-11
2024-12-31	$219,422	4,888	-27.1%	Shares	Sole	2025-02-14
2024-09-30	$421,484	6,703	-18.3%	Shares	Sole	2024-10-08
2024-06-30	$484,292	8,200	-86.8%	Shares	Sole	2024-10-08
2024-03-31	$4,940,254	61,939	+6.2%	Shares	Sole	2024-05-20
2023-12-31	$4,604,236	58,311	+33.7%	Shares	Sole	2024-05-20
2023-09-30	$3,045,548	43,620	+2.2%	Shares	Sole	2024-05-20
2023-06-30	$2,950,952	42,687	-2.3%	Shares	Sole	2024-05-20
2023-03-31	$3,246,529	43,689	+16.0%	Shares	Sole	2023-04-24
2022-12-31	$3,510,374	37,669	+13.1%	Shares	Sole	2023-04-24
2022-09-30	$3,175,344	33,295	+4.5%	Shares	Sole	2023-04-24
2022-06-30	$2,953,630	31,876	+81.6%	Shares	Sole	2022-08-22
2022-03-31	$1,776,539	17,553	+12.3%	Shares	Sole	2022-05-19
2021-12-31	$1,612,081	15,627	-0.6%	Shares	Sole	2022-02-11
2021-09-30	$1,333,999	15,720	+27.4%	Shares	Sole	2021-11-12
2021-06-30	$1,029,315	12,336	-41.9%	Shares	Sole	2021-08-25
2021-03-31	$1,597,584	21,236	-5.1%	Shares	Sole	2021-05-24
2020-12-31	$1,528,690	22,382	-5.2%	Shares	Sole	2021-02-18
2020-09-30	$1,378,590	23,606	-19.2%	Shares	Sole	2020-11-10
2020-06-30	$1,899,073	29,230	+30.9%	Shares	Sole	2020-08-11
2020-03-31	$1,324,779	22,329	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.