Western Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1767902 GOLDEN, CO

Position in CVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$363,006

+$110,703 QoQ

Shares Held

3,509

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,393

of 2,051 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Western Wealth Management, LLC holds $6,958,420 across 4 Healthcare Plans names. CVS ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,736	$4,877,833
2	ELV	Elevance Health, Inc.	3,786	$1,464,159
3	CVS	CVS HEALTH Corp This page	3,509	$363,006
4	CNC	Centene Corp	3,948	$253,422

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,006	3,509	-0.1%	Shares	Sole	2026-08-14
2026-03-31	$252,303	3,513	-6.1%	Shares	Sole	2026-05-19
2025-12-31	$296,806	3,740	+21.8%	Shares	Sole	2026-02-05
2025-09-30	$231,522	3,071	-1.6%	Shares	Sole	2025-11-06
2025-06-30	$215,217	3,120	-6.5%	Shares	Sole	2025-08-11
2025-03-31	$226,149	3,338	-27.3%	Shares	Sole	2025-04-23
2024-09-30	$288,807	4,593	-26.0%	Shares	Sole	2024-11-12
2024-06-30	$366,585	6,207	-64.2%	Shares	Sole	2024-07-19
2024-03-31	$1,383,118	17,341	-49.8%	Shares	Sole	2024-05-03
2023-12-31	$2,726,962	34,536	-6.5%	Shares	Sole	2024-01-31
2023-09-30	$2,579,709	36,948	+5.1%	Shares	Sole	2023-11-08
2023-06-30	$2,429,988	35,151	-6.5%	Shares	Sole	2023-08-30
2023-03-31	$2,793,387	37,591	+0.2%	Shares	Sole	2023-08-30
2022-12-31	$3,495,929	37,514	-41.6%	Shares	Sole	2023-02-03
2022-09-30	$6,125,424	64,228	+1.6%	Shares	Sole	2022-11-07
2022-06-30	$5,855,463	63,193	-0.4%	Shares	Sole	2022-07-18
2022-03-31	$6,422,078	63,453	+136.1%	Shares	Sole	2022-05-10
2021-12-31	$2,772,528	26,876	-29.5%	Shares	Sole	2022-02-14
2021-06-30	$3,182,651	38,143	+38.2%	Shares	Sole	2021-08-09
2021-03-31	$2,077,025	27,609	-14.3%	Shares	Sole	2021-05-14
2020-12-31	$2,199,191	32,199	+14.9%	Shares	Sole	2021-02-10
2020-09-30	$1,636,426	28,021	-16.6%	Shares	Sole	2020-10-27
2020-06-30	$2,181,952	33,584	+0.2%	Shares	Sole	2020-07-20
2020-03-31	$1,988,326	33,513	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.