WEALTH ALLIANCE, LLC

Position in CVS — CVS HEALTH Corp

CIK 1793904 MELLVILLE, NY

Position in CVS

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

Position Value

$763,357

+$247,403 QoQ

Shares Held

7,379

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,073

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $3,596,278 across 4 Healthcare Plans names. CVS ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,490	$1,866,178
2	CVS	CVS HEALTH Corp This page	7,379	$763,357
3	ELV	Elevance Health, Inc.	1,474	$570,040
4	CI	Cigna Group	1,439	$396,703

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,357	7,379	+2.7%	Shares	Defined	2026-08-11
2026-03-31	$515,954	7,184	-2.7%	Shares	Defined	2026-05-14
2025-12-31	$585,914	7,383	-5.2%	Shares	Defined	2026-02-13
2025-09-30	$586,986	7,786	-1.6%	Shares	Defined	2025-11-07
2025-06-30	$545,700	7,911	+1.1%	Shares	Defined	2025-08-08
2025-03-31	$529,940	7,822	+28.7%	Shares	Defined	2025-05-05
2024-12-31	$272,751	6,076	-50.1%	Shares	Defined	2025-02-03
2024-09-30	$765,186	12,169	-6.0%	Shares	Defined	2024-11-04
2024-06-30	$764,236	12,940	-15.0%	Shares	Defined	2024-08-09
2024-03-31	$1,214,026	15,221	+2.0%	Shares	Defined	2024-05-10
2023-12-31	$1,178,714	14,928	+1.6%	Shares	Defined	2024-01-30
2023-09-30	$1,025,795	14,692	+1.5%	Shares	Defined	2023-11-09
2023-06-30	$1,000,380	14,471	-8.8%	Shares	Defined	2023-08-02
2023-03-31	$1,179,745	15,876	-0.1%	Shares	Defined	2023-05-11
2022-12-31	$1,481,067	15,893	+0.4%	Shares	Defined	2023-02-13
2022-09-30	$1,509,992	15,833	+3.0%	Shares	Sole	2022-11-14
2022-06-30	$1,424,924	15,378	+16.4%	Shares	Sole	2022-10-11
2022-03-31	$1,337,489	13,215	-1.0%	Shares	Defined	2022-05-10
2021-12-31	$1,377,391	13,352	+1.0%	Shares	Defined	2022-02-14
2021-09-30	$1,122,018	13,222	+3.5%	Shares	Defined	2021-11-12
2021-06-30	$1,065,445	12,769	-2.1%	Shares	Defined	2021-08-16
2021-03-31	$981,675	13,049	+0.2%	Shares	Defined	2021-05-18
2020-12-31	$889,811	13,028	+5.7%	Shares	Defined	2021-02-11
2020-09-30	$720,072	12,330	+7.8%	Shares	Defined	2020-12-01
2020-06-30	$743,321	11,441	+1.4%	Shares	Defined	2020-08-14
2020-03-31	$669,242	11,280	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.