Outlook Wealth Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1767151 SHENANDOAH, TX

Position in CVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$617,182

+$151,553 QoQ

Shares Held

5,966

-24.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,156

of 2,054 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,318,787 across 2 Healthcare Plans names. CVS ranks #2 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CI	Cigna Group	2,545	$701,605
2	CVS	CVS HEALTH Corp This page	5,966	$617,182

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,182	5,966	-24.3%	Shares	Sole	2026-08-03
2024-06-30	$465,629	7,884	-1.4%	Shares	Sole	2024-07-18
2024-03-31	$637,840	7,997	-7.7%	Shares	Sole	2024-04-22
2023-12-31	$683,793	8,660	-18.4%	Shares	Sole	2024-01-29
2023-09-30	$740,580	10,607	+2.5%	Shares	Sole	2023-10-10
2023-06-30	$715,633	10,352	+18.1%	Shares	Sole	2023-07-10
2023-03-31	$651,104	8,762	0.0%	Shares	Sole	2023-04-18
2022-12-31	$816,530	8,762	-0.0%	Shares	Sole	2023-02-14
2022-09-30	$835,822	8,764	-0.1%	Shares	Sole	2022-10-25
2022-06-30	$813,091	8,775	+2.7%	Shares	Sole	2022-07-28
2022-03-31	$864,637	8,543	-1.0%	Shares	Sole	2022-07-28
2021-12-31	$890,064	8,628	+1.2%	Shares	Sole	2022-01-21
2021-09-30	$723,261	8,523	+2.4%	Shares	Sole	2021-10-22
2021-06-30	$694,554	8,324	-16.3%	Shares	Sole	2021-07-21
2021-03-31	$748,538	9,950	+0.9%	Shares	Sole	2021-05-04
2020-12-31	$673,233	9,857	+1.1%	Shares	Sole	2021-02-04
2020-09-30	$569,224	9,747	+152.5%	Shares	Sole	2020-11-10
2020-06-30	$250,784	3,860	+8.4%	Shares	Sole	2020-07-17
2020-03-31	$211,333	3,562	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.