HHM Wealth Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1750086 CHATTANOOGA, TN

Position in CVS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$71,897

+$3,525 QoQ

Shares Held

695

-27.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,817

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

HHM Wealth Advisors, LLC holds $1,289,869 across 4 Healthcare Plans names. CVS ranks #2 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,820	$1,172,076
2	CVS	CVS HEALTH Corp This page	695	$71,897
3	CI	Cigna Group	123	$33,908
4	ELV	Elevance Health, Inc.	31	$11,988

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,897	695	-27.0%	Shares	Sole	2026-07-13
2026-03-31	$68,372	952	+0.1%	Shares	Sole	2026-04-17
2025-12-31	$75,471	951	-15.8%	Shares	Sole	2026-01-22
2025-09-30	$85,190	1,130	-10.1%	Shares	Sole	2025-10-29
2025-06-30	$86,707	1,257	-0.1%	Shares	Sole	2025-08-11
2025-03-31	$85,229	1,258	-3.7%	Shares	Sole	2025-05-08
2024-12-31	$58,626	1,306	-18.4%	Shares	Sole	2025-01-24
2024-09-30	$100,608	1,600	-15.2%	Shares	Sole	2024-11-12
2024-06-30	$111,387	1,886	+11.9%	Shares	Sole	2024-08-07
2024-03-31	$134,475	1,686	+1.6%	Shares	Sole	2024-05-14
2023-12-31	$131,073	1,660	-2.9%	Shares	Sole	2024-02-05
2023-09-30	$119,322	1,709	-21.0%	Shares	Sole	2023-11-03
2023-06-30	$149,459	2,162	0.0%	Shares	Sole	2023-08-14
2023-03-31	$160,658	2,162	-0.3%	Shares	Sole	2023-05-02
2022-12-31	$202,035	2,168	0.0%	Shares	Sole	2023-01-19
2022-09-30	$206,762	2,168	-24.4%	Shares	Sole	2022-11-04
2022-06-30	$265,841	2,869	+19.0%	Shares	Sole	2022-08-08
2022-03-31	$244,017	2,411	0.0%	Shares	Sole	2022-04-27
2021-12-31	$248,718	2,411	0.0%	Shares	Sole	2022-02-03
2021-09-30	$204,597	2,411	0.0%	Shares	Sole	2021-11-02
2021-06-30	$201,173	2,411	-14.2%	Shares	Sole	2021-07-27
2021-03-31	$211,471	2,811	+3.7%	Shares	Sole	2021-04-23
2020-12-31	$185,161	2,711	+8.0%	Shares	Sole	2021-01-28
2020-09-30	$146,584	2,510	+17.7%	Shares	Sole	2020-11-12
2020-06-30	$138,581	2,133	+4.5%	Shares	Sole	2020-08-13
2020-03-31	$121,092	2,041	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.