Summit Financial, LLC

Position in CVS — CVS HEALTH Corp

CIK 1765536 PARSIPPANY, NJ

Position in CVS

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

Position Value

$3,373,297

+$977,310 QoQ

Shares Held

32,608

-2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#621

of 2,051 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial, LLC holds $20,306,549 across 5 Healthcare Plans names. CVS ranks #2 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	27,417	$11,395,327
2	CVS	CVS HEALTH Corp This page	32,608	$3,373,297
3	CI	Cigna Group	10,011	$2,759,832
4	ELV	Elevance Health, Inc.	5,096	$1,970,776
5	CNC	Centene Corp	12,577	$807,317

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,373,297	32,608	-2.3%	Shares	Sole	2026-08-12
2026-03-31	$2,395,987	33,361	+1.5%	Shares	Sole	2026-05-15
2025-12-31	$2,609,277	32,879	+4.8%	Shares	Sole	2026-02-13
2025-09-30	$2,365,135	31,372	+13.8%	Shares	Sole	2025-11-14
2025-06-30	$1,901,709	27,569	+1.1%	Shares	Sole	2025-08-13
2025-03-31	$1,848,287	27,281	-12.9%	Shares	Sole	2025-05-14
2024-12-31	$1,405,640	31,313	+185.1%	Shares	Sole	2025-02-12
2024-09-30	$690,673	10,984	-9.7%	Shares	Sole	2024-11-12
2024-06-30	$718,523	12,166	+190.6%	Shares	Sole	2024-07-31
2024-03-31	$333,955	4,187	+15.9%	Shares	Sole	2024-04-24
2023-03-31	$268,482	3,613	+2.9%	Shares	Sole	2023-05-03
2022-12-31	$327,190	3,511	-44.4%	Shares	Sole	2023-02-07
2022-09-30	$601,880	6,311	+11.0%	Shares	Sole	2022-11-15
2022-06-30	$526,772	5,685	-17.7%	Shares	Sole	2022-08-12
2022-03-31	$699,462	6,911	+25.3%	Shares	Sole	2022-05-10
2021-12-31	$569,030	5,516	+19.0%	Shares	Sole	2022-02-07
2021-09-30	$393,410	4,636	+27.7%	Shares	Sole	2021-11-08
2021-06-30	$302,887	3,630	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.