Regent Peak Wealth Advisors LLC

Position in CVS — CVS HEALTH Corp

CIK 1803329 ATLANTA, GA

Position in CVS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$253,038

+$29,437 QoQ

Shares Held

2,446

-31.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,582

of 2,054 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $926,358 across 2 Healthcare Plans names. CVS ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	1,620	$673,320
2	CVS	CVS HEALTH Corp This page	2,446	$253,038

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,038	2,446	-31.2%	Shares	Sole	2026-07-10
2024-09-30	$223,601	3,556	-3.1%	Shares	Sole	2024-10-16
2024-06-30	$216,632	3,668	-11.9%	Shares	Sole	2024-08-14
2024-03-31	$332,120	4,164	+0.0%	Shares	Sole	2024-05-01
2023-12-31	$328,631	4,162	+3.9%	Shares	Sole	2024-01-23
2023-09-30	$279,698	4,006	+5.8%	Shares	Sole	2023-11-03
2023-06-30	$261,795	3,787	-3.7%	Shares	Sole	2023-07-19
2023-03-31	$292,186	3,932	-4.7%	Shares	Sole	2023-04-24
2022-12-31	$384,688	4,128	+0.7%	Shares	Sole	2023-02-08
2022-09-30	$391,112	4,101	+2.8%	Shares	Sole	2022-11-14
2022-06-30	$369,806	3,991	-7.8%	Shares	Sole	2022-08-11
2022-03-31	$438,036	4,328	+10.9%	Shares	Sole	2022-05-03
2021-12-31	$402,427	3,901	+2.8%	Shares	Sole	2022-02-11
2021-09-30	$322,043	3,795	-0.5%	Shares	Sole	2021-11-08
2021-06-30	$318,240	3,814	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$287,604	3,823	+2.2%	Shares	Sole	2021-04-28
2020-12-31	$255,578	3,742	-81.4%	Shares	Sole	2021-02-12
2020-09-30	$1,174,132	20,105	+501.8%	Shares	Sole	2020-11-04
2020-06-30	$217,064	3,341	-2.1%	Shares	Sole	2020-08-05
2020-03-31	$202,433	3,412	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.