WealthBridge Capital Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1767313 WESTERVILLE, OH

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$381,730

+$112,334 QoQ

Shares Held

3,690

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,369

of 2,054 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthBridge Capital Management, LLC holds $616,976 across 2 Healthcare Plans names. CVS ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp This page	3,690	$381,730
2	UNH	Unitedhealth Group Inc	566	$235,246

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,730	3,690	-1.6%	Shares	Sole	2026-07-24
2026-03-31	$269,396	3,751	+0.6%	Shares	Sole	2026-04-17
2025-12-31	$296,012	3,730	-1.3%	Shares	Sole	2026-01-21
2025-09-30	$284,974	3,780	+0.9%	Shares	Sole	2025-11-07
2025-06-30	$258,399	3,746	+6.5%	Shares	Sole	2025-08-12
2025-03-31	$238,344	3,518	+0.6%	Shares	Sole	2025-04-25
2024-09-30	$219,828	3,496	-3.5%	Shares	Sole	2024-10-07
2024-06-30	$213,915	3,622	-3.5%	Shares	Sole	2024-08-02
2024-03-31	$299,419	3,754	+32.7%	Shares	Sole	2024-04-30
2022-12-31	$263,541	2,828	+2.4%	Shares	Sole	2023-01-31
2022-09-30	$263,507	2,763	0.0%	Shares	Sole	2022-11-14
2022-06-30	$256,019	2,763	+8.5%	Shares	Sole	2022-08-12
2022-03-31	$257,781	2,547	+0.0%	Shares	Sole	2022-04-15
2021-12-31	$262,645	2,546	-19.1%	Shares	Sole	2022-02-11
2021-09-30	$266,969	3,146	0.0%	Shares	Sole	2021-11-12
2021-06-30	$262,502	3,146	-24.1%	Shares	Sole	2021-08-16
2021-03-31	$311,903	4,146	0.0%	Shares	Sole	2021-05-17
2020-12-31	$283,171	4,146	+1.0%	Shares	Sole	2021-02-12
2020-09-30	$239,790	4,106	-4.4%	Shares	Sole	2020-11-13
2020-06-30	$278,916	4,293	-1.2%	Shares	Sole	2020-08-14
2020-03-31	$257,907	4,347	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.