44 WEALTH MANAGEMENT LLC

Position in CVS — CVS HEALTH Corp

CIK 1831187 EUGENE, OR

Position in CVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,331,761

+$1,974,845 QoQ

Shares Held

41,873

+27.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#541

of 2,051 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $7,227,455 across 2 Healthcare Plans names. CVS ranks #1 (59.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp This page	41,873	$4,331,761
2	UNH	Unitedhealth Group Inc	6,967	$2,895,694

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,331,761	41,873	+27.6%	Shares	Sole	2026-08-14
2026-03-31	$2,356,916	32,817	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$2,628,641	33,123	-9.0%	Shares	Sole	2026-02-09
2025-09-30	$2,744,045	36,398	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$2,508,250	36,362	-1.9%	Shares	Sole	2025-08-15
2025-03-31	$2,510,747	37,059	+7.9%	Shares	Sole	2025-04-29
2024-12-31	$1,541,657	34,343	-21.9%	Shares	Sole	2025-02-03
2024-09-30	$2,765,965	43,988	+1032.3%	Shares	Sole	2024-10-25
2023-06-30	$268,570	3,885	-45.7%	Shares	Sole	2023-07-18
2023-03-31	$531,242	7,149	-10.4%	Shares	Sole	2023-04-20
2022-12-31	$743,190	7,975	-1.0%	Shares	Sole	2023-01-20
2022-09-30	$768,300	8,056	-33.2%	Shares	Sole	2022-10-12
2022-06-30	$1,117,850	12,064	+1.0%	Shares	Sole	2022-07-22
2022-03-31	$1,208,649	11,942	-17.9%	Shares	Sole	2022-04-18
2021-12-31	$1,499,843	14,539	+8.1%	Shares	Sole	2022-01-13
2021-09-30	$1,141,451	13,451	-1.6%	Shares	Sole	2021-10-20
2021-06-30	$1,140,791	13,672	+2.4%	Shares	Sole	2021-07-19
2021-03-31	$1,004,546	13,353	-15.0%	Shares	Sole	2021-05-18
2020-12-31	$1,072,924	15,709	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.