Sound View Wealth Advisors Group, LLC

Position in CVS — CVS HEALTH Corp

CIK 1784777 SAVANNAH, GA

Position in CVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$371,902

+$144,592 QoQ

Shares Held

3,595

+13.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,387

of 2,054 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Healthcare · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $3,484,868 across 5 Healthcare Plans names. CVS ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,992	$2,074,824
2	HUM	Humana Inc	953	$378,550
3	CVS	CVS HEALTH Corp This page	3,595	$371,902
4	CI	Cigna Group	1,297	$357,556
5	ELV	Elevance Health, Inc.	781	$302,036

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,902	3,595	+13.6%	Shares	Sole	2026-08-11
2026-03-31	$227,310	3,165	-2.7%	Shares	Sole	2026-05-06
2025-12-31	$258,078	3,252	+2.7%	Shares	Sole	2026-01-08
2025-09-30	$238,835	3,168	-7.4%	Shares	Sole	2025-11-10
2025-06-30	$236,118	3,423	-19.0%	Shares	Sole	2025-08-07
2025-03-31	$286,311	4,226	-14.7%	Shares	Sole	2025-05-08
2024-09-30	$311,381	4,952	+10.6%	Shares	Sole	2024-11-12
2024-06-30	$264,529	4,479	+25.6%	Shares	Sole	2024-08-05
2024-03-31	$284,344	3,565	-1.5%	Shares	Sole	2024-05-09
2023-12-31	$285,756	3,619	-10.2%	Shares	Sole	2024-02-08
2023-09-30	$281,234	4,028	-9.7%	Shares	Sole	2023-11-07
2023-06-30	$308,250	4,459	-17.9%	Shares	Sole	2023-08-08
2023-03-31	$403,428	5,429	+50.0%	Shares	Sole	2023-05-12
2022-12-31	$337,254	3,619	+10.2%	Shares	Sole	2024-02-13
2022-09-30	$313,195	3,284	-15.4%	Shares	Sole	2022-11-08
2022-06-30	$359,891	3,884	-0.2%	Shares	Sole	2022-08-05
2022-03-31	$393,909	3,892	-0.8%	Shares	Sole	2022-05-11
2021-12-31	$404,696	3,923	+1.1%	Shares	Sole	2022-01-20
2021-09-30	$329,256	3,880	+0.3%	Shares	Sole	2021-10-21
2021-06-30	$322,662	3,867	-0.5%	Shares	Sole	2021-07-21
2021-03-31	$292,419	3,887	-0.7%	Shares	Sole	2021-04-28
2020-12-31	$267,257	3,913	+3.4%	Shares	Sole	2021-02-02
2020-09-30	$221,044	3,785	+3.9%	Shares	Sole	2020-11-09
2020-06-30	$236,620	3,642	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.