Resonant Capital Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1803236 Madison, WI

Position in CVS

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

Position Value

$645,217

+$276,637 QoQ

Shares Held

6,237

+21.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,141

of 2,054 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $6,681,732 across 6 Healthcare Plans names. CVS ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,340	$4,713,244
2	CVS	CVS HEALTH Corp This page	6,237	$645,217
3	ELV	Elevance Health, Inc.	1,076	$416,121
4	CI	Cigna Group	1,196	$329,713
5	HUM	Humana Inc	732	$290,765
6	CNC	Centene Corp	4,466	$286,672

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$645,217	6,237	+21.5%	Shares	Sole	2026-07-27
2026-03-31	$368,580	5,132	+19.1%	Shares	Sole	2026-04-29
2025-12-31	$341,882	4,308	+1.8%	Shares	Sole	2026-01-29
2025-09-30	$319,125	4,233	+3.9%	Shares	Sole	2025-10-29
2025-06-30	$281,093	4,075	+33.3%	Shares	Sole	2025-07-31
2025-03-31	$207,179	3,058	-90.4%	Shares	Sole	2025-04-28
2024-09-30	$2,004,865	31,884	-25.1%	Shares	Sole	2024-10-18
2024-06-30	$2,513,829	42,564	+2.5%	Shares	Sole	2024-08-01
2024-03-31	$3,313,708	41,546	+0.9%	Shares	Sole	2024-05-01
2023-12-31	$3,250,072	41,161	-2.7%	Shares	Sole	2024-01-31
2023-09-30	$2,954,991	42,323	-0.9%	Shares	Sole	2023-10-31
2023-06-30	$2,953,510	42,724	-1.5%	Shares	Sole	2023-07-25
2023-03-31	$3,223,790	43,383	-0.7%	Shares	Sole	2023-04-21
2022-12-31	$4,073,241	43,709	+1.7%	Shares	Sole	2023-01-23
2022-09-30	$4,097,095	42,960	+0.9%	Shares	Sole	2022-10-20
2022-06-30	$3,945,555	42,581	-2.9%	Shares	Sole	2022-07-12
2022-03-31	$4,436,945	43,839	+1.8%	Shares	Sole	2022-04-19
2021-12-31	$4,443,926	43,078	+8.1%	Shares	Sole	2022-01-26
2021-09-30	$3,382,943	39,865	+14.4%	Shares	Sole	2021-10-18
2021-06-30	$2,907,550	34,846	+1.2%	Shares	Sole	2021-07-16
2021-03-31	$2,590,469	34,434	+11.3%	Shares	Sole	2021-04-28
2020-12-31	$2,113,065	30,938	+30.6%	Shares	Sole	2021-01-15
2020-09-30	$1,383,087	23,683	+15.6%	Shares	Sole	2020-11-03
2020-06-30	$1,330,650	20,481	-30.2%	Shares	Sole	2020-08-05
2020-03-31	$1,741,454	29,352	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.