Prestige Wealth Management Group LLC

Position in CVS — CVS HEALTH Corp

CIK 1772715 FLEMINGTON, NJ

Position in CVS

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

Position Value

$345,625

-$35,451 QoQ

Shares Held

3,341

-37.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,423

of 2,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $2,499,031 across 7 Healthcare Plans names. CVS ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,716	$1,960,110
2	CVS	CVS HEALTH Corp This page	3,341	$345,625
3	CI	Cigna Group	473	$130,396
4	ELV	Elevance Health, Inc.	89	$34,418
5	HUM	Humana Inc	50	$19,861
6	CNC	Centene Corp	88	$5,648
7	MOH	Molina Healthcare, Inc.	13	$2,973

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,625	3,341	-37.0%	Shares	Other	2026-08-14
2026-03-31	$381,076	5,306	-0.1%	Shares	Other	2026-05-13
2025-12-31	$421,480	5,311	+219.9%	Shares	Other	2026-02-11
2025-09-30	$125,146	1,660	0.0%	Shares	Other	2026-02-20
2025-06-30	$114,505	1,660	+2.6%	Shares	Other	2026-02-20
2025-03-31	$109,618	1,618	-1.4%	Shares	Other	2026-02-20
2024-12-31	$73,664	1,641	-2.1%	Shares	Other	2026-02-20
2024-09-30	$105,449	1,677	-0.2%	Shares	Other	2026-02-20
2024-06-30	$99,279	1,681	-0.7%	Shares	Other	2026-02-20
2024-03-31	$134,953	1,692	0.0%	Shares	Sole	2024-04-26
2023-12-31	$133,599	1,692	-5.5%	Shares	Other	2024-04-26
2023-09-30	$124,977	1,790	+0.6%	Shares	Sole	2024-04-26
2023-06-30	$122,981	1,779	-67.6%	Shares	Sole	2024-04-26
2023-03-31	$407,590	5,485	+60.2%	Shares	Other	2024-04-26
2022-12-31	$319,081	3,424	-48.3%	Shares	Sole	2023-02-08
2022-09-30	$631,062	6,617	+7.7%	Shares	Sole	2022-11-01
2022-06-30	$569,302	6,144	+0.4%	Shares	Sole	2022-08-10
2022-03-31	$619,606	6,122	+251.4%	Shares	Other	2022-05-05
2021-12-31	$179,703	1,742	0.0%	Shares	Other	2022-02-15
2021-09-30	$147,825	1,742	0.0%	Shares	Other	2021-11-12
2021-06-30	$145,352	1,742	0.0%	Shares	Other	2021-08-12
2021-03-31	$131,050	1,742	0.0%	Shares	Other	2021-05-13
2020-12-31	$118,978	1,742	-15.2%	Shares	Other	2021-02-17
2020-09-30	$120,012	2,055	-3.1%	Shares	Sole	2020-10-26
2020-06-30	$137,801	2,121	-11.4%	Shares	Sole	2020-08-13
2020-03-31	$142,036	2,394	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.