MBL Wealth, LLC

Position in CVS — CVS HEALTH Corp

CIK 1845785 CHARLOTTE, NC

Position in CVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$293,694

+$90,013 QoQ

Shares Held

2,839

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,502

of 2,054 holders

Holding Since

Jun 2023

5 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

MBL Wealth, LLC holds $2,426,414 across 5 Healthcare Plans names. CVS ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,688	$1,117,212
2	CNC	Centene Corp	6,786	$435,593
3	MOH	Molina Healthcare, Inc.	1,534	$350,825
4	CVS	CVS HEALTH Corp This page	2,839	$293,694
5	CI	Cigna Group	831	$229,090

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,694	2,839	+0.1%	Shares	Sole	2026-07-15
2026-03-31	$203,681	2,836	-4.2%	Shares	Sole	2026-04-28
2024-03-31	$236,169	2,961	+3.0%	Shares	Sole	2024-04-22
2023-12-31	$227,088	2,876	-15.7%	Shares	Sole	2024-01-18
2023-06-30	$235,940	3,413	—	Shares	Sole	2023-07-17
No filing history on record for this holder in this stock.