Kingsview Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1791965 GRANTS PASS, OR

Back to CVS Full portfolio

Position in CVS

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$3,529,300

+$873,397 QoQ

Shares Held

34,116

-7.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#602

of 2,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CVS Over Time

Shares Held

Position Value (USD)

Derivatives in CVS

reported options exposure · as of Mar 31, 2021

CallValue

$30,092

CallShares

400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $23,823,476 across 4 Healthcare Plans names. CVS ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	37,331	$10,291,409
2	ELV	Elevance Health, Inc.	15,424	$5,964,922
3	UNH	Unitedhealth Group Inc	9,715	$4,037,845
4	CVS	CVS HEALTH Corp This page	34,116	$3,529,300

All Filings in CVS

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,529,300	34,116	-7.7%	Shares	Sole	2026-08-19
2026-03-31	$2,655,903	36,980	+2.7%	Shares	Sole	2026-05-12
2025-12-31	$2,857,515	36,007	-65.5%	Shares	Sole	2026-02-09
2025-09-30	$7,873,127	104,432	+316.2%	Shares	Sole	2025-11-12
2025-06-30	$1,730,846	25,092	-8.1%	Shares	Sole	2025-08-08
2025-03-31	$1,849,642	27,301	-85.2%	Shares	Sole	2025-05-02
2024-12-31	$8,288,220	184,634	+9.1%	Shares	Defined	2025-01-28
2024-09-30	$10,641,433	169,234	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$9,811,578	166,129	+21.8%	Shares	Sole	2024-08-14
2024-03-31	$10,882,773	136,444	+5.5%	Shares	Defined	2024-05-09
2023-12-31	$10,213,949	129,356	+327.9%	Shares	Sole	2024-02-08
2023-09-30	$2,110,518	30,228	-9.8%	Shares	Sole	2023-11-07
2023-06-30	$2,317,514	33,524	-10.4%	Shares	Sole	2023-08-10
2023-03-31	$2,780,382	37,416	-5.5%	Shares	Sole	2023-05-15
2022-12-31	$3,691,162	39,609	-0.8%	Shares	Sole	2023-02-13
2022-09-30	$3,806,502	39,913	+4.5%	Shares	Sole	2022-11-15
2022-06-30	$3,538,222	38,185	-21.1%	Shares	Sole	2022-08-16
2022-03-31	$4,895,730	48,372	+38.5%	Shares	Sole	2024-02-08
2021-12-31	$3,603,069	34,927	+11.9%	Shares	Sole	2022-02-17
2021-09-30	$2,648,056	31,205	+4.9%	Shares	Sole	2021-12-03
2021-06-30	$2,482,840	29,756	+5.6%	Shares	Sole	2021-08-17
2021-03-31	$30,092	400	—	Call	Sole	2021-05-24
2021-03-31	$2,119,153	28,169	-25.1%	Shares	Sole	2021-05-24
2020-12-31	$2,568,763	37,610	+36.3%	Shares	Sole	2021-02-16
2020-09-30	$1,611,314	27,591	-2.9%	Shares	Sole	2020-11-19
2020-06-30	$1,847,032	28,429	-1.6%	Shares	Sole	2020-08-14
2020-03-31	$1,713,569	28,882	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.