WealthShield Partners, LLC

Position in CVS — CVS HEALTH Corp

CIK 1729303 CARY, NC

Position in CVS

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$204,184

-$26,039 QoQ

Shares Held

2,843

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthShield Partners, LLC holds $2,234,842 across 1 Healthcare Plans name.

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	5,377	$2,234,842

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$204,184	2,843	-2.0%	Shares	Sole	2026-05-01
2025-12-31	$230,223	2,901	+0.5%	Shares	Sole	2026-02-03
2025-09-30	$217,726	2,888	-13.9%	Shares	Sole	2025-10-31
2025-03-31	$227,369	3,356	-14.1%	Shares	Sole	2025-05-09
2024-09-30	$245,546	3,905	+2.9%	Shares	Sole	2024-11-04
2024-06-30	$224,132	3,795	-12.2%	Shares	Sole	2024-07-26
2024-03-31	$344,722	4,322	-3.9%	Shares	Sole	2024-04-29
2023-12-31	$355,162	4,498	+3.2%	Shares	Sole	2024-01-23
2023-09-30	$304,205	4,357	-2.1%	Shares	Sole	2023-10-25
2023-06-30	$307,697	4,451	-13.0%	Shares	Sole	2023-08-03
2023-03-31	$380,392	5,119	-4.7%	Shares	Sole	2023-05-08
2022-12-31	$500,430	5,370	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$511,755	5,366	+0.1%	Shares	Sole	2022-11-04
2022-06-30	$496,750	5,361	-3.2%	Shares	Sole	2022-08-11
2022-03-31	$560,399	5,537	-40.9%	Shares	Sole	2022-05-09
2021-12-31	$967,021	9,374	+474.4%	Shares	Sole	2022-02-10
2021-06-30	$136,174	1,632	-76.5%	Shares	Sole	2021-08-06
2021-03-31	$521,343	6,930	+13.7%	Shares	Sole	2021-05-17
2020-12-31	$416,425	6,097	+35.0%	Shares	Sole	2021-02-16
2020-06-30	$293,339	4,515	—	Shares	Other	2020-08-13
No filing history on record for this holder in this stock.