SeaCrest Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1728121 PURCHASE, NY

Position in CVS

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

Position Value

$596,389

+$173,082 QoQ

Shares Held

5,765

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,178

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

SeaCrest Wealth Management, LLC holds $1,687,690 across 4 Healthcare Plans names. CVS ranks #2 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,619	$672,904
2	CVS	CVS HEALTH Corp This page	5,765	$596,389
3	CLOV	Clover Health Investments, Corp. /De	41,100	$215,364
4	ELV	Elevance Health, Inc.	525	$203,033

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,389	5,765	-2.2%	Shares	Sole	2026-07-09
2026-03-31	$423,307	5,894	-7.5%	Shares	Sole	2026-04-15
2025-12-31	$505,523	6,370	-2.0%	Shares	Sole	2026-01-12
2025-09-30	$489,808	6,497	-8.5%	Shares	Sole	2025-11-13
2025-06-30	$489,758	7,100	-12.7%	Shares	Sole	2025-07-11
2025-03-31	$551,214	8,136	+4.4%	Shares	Sole	2025-04-11
2024-12-31	$349,782	7,792	-38.2%	Shares	Sole	2025-01-14
2024-09-30	$792,602	12,605	-24.9%	Shares	Sole	2024-10-16
2024-06-30	$990,790	16,776	-54.2%	Shares	Sole	2024-07-22
2024-03-31	$2,921,369	36,627	-14.0%	Shares	Sole	2024-04-18
2023-12-31	$3,362,827	42,589	-0.4%	Shares	Sole	2024-01-18
2023-09-30	$2,984,874	42,751	-21.0%	Shares	Sole	2023-10-12
2023-06-30	$3,740,002	54,101	+2.6%	Shares	Sole	2023-07-14
2023-03-31	$3,916,805	52,709	-12.4%	Shares	Sole	2023-05-12
2022-12-31	$5,608,826	60,187	-2.1%	Shares	Sole	2023-02-14
2022-09-30	$5,861,344	61,459	-1.2%	Shares	Sole	2022-11-15
2022-06-30	$5,763,174	62,197	+6.4%	Shares	Sole	2022-08-09
2022-03-31	$5,917,748	58,470	-9.6%	Shares	Sole	2022-05-16
2021-12-31	$6,675,277	64,708	-0.0%	Shares	Sole	2022-02-11
2021-09-30	$5,491,545	64,713	-0.8%	Shares	Sole	2021-11-16
2021-06-30	$5,441,956	65,220	-4.6%	Shares	Sole	2021-08-12
2021-03-31	$5,144,829	68,388	+3.9%	Shares	Sole	2021-05-17
2020-12-31	$4,496,598	65,836	-1.3%	Shares	Sole	2021-02-09
2020-09-30	$3,897,382	66,736	-5.6%	Shares	Sole	2020-11-12
2020-06-30	$4,591,364	70,669	-4.0%	Shares	Sole	2020-07-27
2020-03-31	$4,366,865	73,603	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.