JEPPSON WEALTH MANAGEMENT, LLC

Position in CVS — CVS HEALTH Corp

CIK 1831263 MANHATTAN BEACH, CA

Position in CVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$221,796

+$4,888 QoQ

Shares Held

2,144

-55.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,661

of 2,051 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $871,244 across 3 Healthcare Plans names. CVS ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,075	$446,802
2	CVS	CVS HEALTH Corp This page	2,144	$221,796
3	ELV	Elevance Health, Inc.	524	$202,646

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,796	2,144	-55.6%	Shares	Sole	2026-08-04
2024-12-31	$216,908	4,832	-26.4%	Shares	Sole	2025-01-22
2024-09-30	$412,932	6,567	-2.5%	Shares	Sole	2024-11-05
2024-06-30	$397,591	6,732	+151.7%	Shares	Sole	2024-08-05
2024-03-31	$213,358	2,675	0.0%	Shares	Sole	2024-04-17
2023-12-31	$211,218	2,675	-5.3%	Shares	Sole	2024-01-11
2023-03-31	$209,925	2,825	-1.7%	Shares	Sole	2023-04-28
2022-12-31	$267,921	2,875	0.0%	Shares	Sole	2023-01-27
2022-09-30	$274,188	2,875	0.0%	Shares	Sole	2022-10-20
2022-06-30	$266,397	2,875	+9.3%	Shares	Sole	2022-08-03
2022-03-31	$266,182	2,630	+0.8%	Shares	Sole	2022-04-27
2021-12-31	$269,247	2,610	0.0%	Shares	Sole	2022-01-19
2021-09-30	$221,484	2,610	0.0%	Shares	Sole	2021-11-17
2021-06-30	$217,778	2,610	-0.3%	Shares	Sole	2021-07-20
2020-09-30	$152,891	2,618	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.