Cornerstone Wealth Group, LLC

Position in CVS — CVS HEALTH Corp

CIK 1774879 HUNTERSVILLE, NC

Position in CVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$684,321

+$249,882 QoQ

Shares Held

6,615

+9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,121

of 2,054 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Healthcare · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $13,011,352 across 5 Healthcare Plans names. CVS ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	23,901	$9,243,233
2	UNH	Unitedhealth Group Inc	3,551	$1,475,902
3	CI	Cigna Group	4,604	$1,269,230
4	CVS	CVS HEALTH Corp This page	6,615	$684,321
5	CNC	Centene Corp	5,276	$338,666

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$684,321	6,615	+9.4%	Shares	Sole	2026-07-27
2026-03-31	$434,439	6,049	+18.2%	Shares	Sole	2026-04-22
2025-12-31	$406,085	5,117	+4.1%	Shares	Sole	2026-01-26
2025-09-30	$370,617	4,916	+27.6%	Shares	Sole	2025-10-30
2025-06-30	$265,710	3,852	+48.3%	Shares	Sole	2025-07-28
2024-03-31	$207,216	2,598	-94.7%	Shares	Sole	2024-04-17
2023-03-31	$3,659,395	49,245	+3.0%	Shares	Sole	2023-04-25
2022-12-31	$4,454,947	47,805	+1.8%	Shares	Sole	2023-01-25
2022-09-30	$4,478,575	46,960	+0.9%	Shares	Sole	2022-10-19
2022-06-30	$4,312,581	46,542	+10.0%	Shares	Sole	2022-07-20
2022-03-31	$4,282,498	42,313	+2.7%	Shares	Sole	2022-04-25
2021-12-31	$4,248,954	41,188	+1.1%	Shares	Sole	2022-01-25
2021-09-30	$3,457,450	40,743	+3.8%	Shares	Sole	2021-10-29
2021-06-30	$3,275,854	39,260	+3.3%	Shares	Sole	2021-07-21
2021-03-31	$2,859,868	38,015	+0.9%	Shares	Sole	2021-04-26
2020-12-31	$2,572,724	37,668	-1.7%	Shares	Sole	2021-01-28
2020-06-30	$2,489,260	38,314	+4.3%	Shares	Sole	2020-07-27
2020-03-31	$2,180,021	36,744	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.