ELEVATION POINT WEALTH PARTNERS, LLC

Position in CVS — CVS HEALTH Corp

CIK 1744349 DENVER, CO

Position in CVS

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

Position Value

$1,936,480

+$617,722 QoQ

Shares Held

18,719

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#758

of 2,051 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $18,026,059 across 5 Healthcare Plans names. CVS ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	31,341	$13,026,259
2	CVS	CVS HEALTH Corp This page	18,719	$1,936,480
3	ELV	Elevance Health, Inc.	3,275	$1,266,540
4	MOH	Molina Healthcare, Inc.	4,544	$1,039,212
5	CI	Cigna Group	2,748	$757,568

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,936,480	18,719	+1.9%	Shares	Sole	2026-08-12
2026-03-31	$1,318,758	18,362	+3.3%	Shares	Sole	2026-04-27
2025-12-31	$1,410,385	17,772	+1.3%	Shares	Sole	2026-02-12
2025-09-30	$1,322,943	17,548	+2155.5%	Shares	Sole	2025-11-14
2025-06-30	$53,666	778	-86.8%	Shares	Sole	2026-02-03
2024-12-31	$265,524	5,915	-93.7%	Shares	Sole	2026-02-03
2024-09-30	$5,884,184	93,578	-11.1%	Shares	Sole	2026-02-03
2024-06-30	$6,219,490	105,308	-3.4%	Shares	Sole	2026-02-03
2024-03-31	$8,696,870	109,038	+29.1%	Shares	Sole	2026-02-03
2023-12-31	$6,667,382	84,440	-27.6%	Shares	Sole	2024-02-13
2023-09-30	$8,137,870	116,555	-3.0%	Shares	Sole	2023-10-11
2023-06-30	$8,306,522	120,158	+16.7%	Shares	Sole	2023-08-14
2023-03-31	$7,651,775	102,971	+0.8%	Shares	Sole	2023-05-11
2022-12-31	$9,517,681	102,132	+2.6%	Shares	Sole	2023-02-14
2022-09-30	$9,489,696	99,504	-6.2%	Shares	Sole	2022-11-07
2022-06-30	$9,831,133	106,099	+4.2%	Shares	Sole	2022-08-02
2022-03-31	$10,304,190	101,810	-8.0%	Shares	Sole	2022-05-03
2021-12-31	$11,420,534	110,707	-0.0%	Shares	Sole	2022-02-02
2021-09-30	$9,396,717	110,732	+7.0%	Shares	Sole	2021-11-02
2021-06-30	$8,636,373	103,504	+0.8%	Shares	Sole	2021-08-04
2021-03-31	$7,724,390	102,677	+1.2%	Shares	Sole	2021-05-04
2020-12-31	$6,931,084	101,480	-0.0%	Shares	Sole	2021-02-12
2020-09-30	$5,928,417	101,514	-16.1%	Shares	Sole	2020-11-16
2020-06-30	$7,856,887	120,931	-18.5%	Shares	Sole	2020-07-09
2020-03-31	$8,808,250	148,462	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.