Principle Wealth Partners LLC

Position in CVS — CVS HEALTH Corp

CIK 1743413 MADISON, CT

Position in CVS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,142,863

+$655,256 QoQ

Shares Held

20,714

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#732

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Principle Wealth Partners LLC holds $15,945,811 across 4 Healthcare Plans names. CVS ranks #2 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	26,657	$11,079,448
2	CVS	CVS HEALTH Corp This page	20,714	$2,142,863
3	CI	Cigna Group	6,295	$1,735,405
4	ELV	Elevance Health, Inc.	2,555	$988,095

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,142,863	20,714	+0.0%	Shares	Sole	2026-08-07
2026-03-31	$1,487,607	20,713	+0.0%	Shares	Sole	2026-05-07
2025-12-31	$1,643,704	20,712	-4.9%	Shares	Sole	2026-02-06
2025-09-30	$1,641,164	21,769	-0.3%	Shares	Sole	2025-11-03
2025-06-30	$1,506,247	21,836	+0.2%	Shares	Sole	2025-07-30
2025-03-31	$1,476,475	21,793	-1.4%	Shares	Sole	2025-05-06
2024-12-31	$991,889	22,096	-7.0%	Shares	Sole	2025-01-29
2024-09-30	$1,494,657	23,770	+9.5%	Shares	Sole	2024-11-13
2024-06-30	$1,282,487	21,715	-30.0%	Shares	Sole	2024-08-13
2024-03-31	$2,475,750	31,040	+2.8%	Shares	Sole	2024-04-23
2023-12-31	$2,384,355	30,197	-13.0%	Shares	Sole	2024-02-05
2023-09-30	$2,424,150	34,720	-4.6%	Shares	Sole	2023-11-01
2023-06-30	$2,516,262	36,399	+1.9%	Shares	Sole	2023-07-31
2023-03-31	$2,654,353	35,720	-0.6%	Shares	Sole	2023-05-10
2022-12-31	$3,347,198	35,918	+30.4%	Shares	Sole	2023-02-02
2022-09-30	$2,627,443	27,550	-22.2%	Shares	Sole	2022-11-14
2022-06-30	$3,279,422	35,392	+35.4%	Shares	Sole	2022-08-02
2022-03-31	$2,644,920	26,133	-1.5%	Shares	Sole	2022-05-12
2021-12-31	$2,737,453	26,536	+1.6%	Shares	Sole	2022-02-11
2021-09-30	$2,216,288	26,117	+1.7%	Shares	Sole	2021-11-16
2021-06-30	$2,142,238	25,674	-5.0%	Shares	Sole	2021-08-13
2021-03-31	$2,033,542	27,031	-0.4%	Shares	Sole	2021-05-18
2020-12-31	$1,854,413	27,151	+25.6%	Shares	Sole	2021-02-16
2020-09-30	$1,262,608	21,620	-1.5%	Shares	Sole	2020-11-16
2020-06-30	$1,425,896	21,947	0.0%	Shares	Sole	2020-08-14
2020-03-31	$1,302,115	21,947	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.