NewEdge Wealth, LLC

Position in CVS — CVS HEALTH Corp

CIK 1861796 STAMFORD, CT

Position in CVS

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

Position Value

$2,165,829

+$1,117,042 QoQ

Shares Held

20,936

+43.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#730

of 2,054 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

NewEdge Wealth, LLC holds $21,638,961 across 4 Healthcare Plans names. CVS ranks #2 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	42,490	$17,660,118
2	CVS	CVS HEALTH Corp This page	20,936	$2,165,829
3	CI	Cigna Group	5,291	$1,458,622
4	CNC	Centene Corp	5,521	$354,392

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,165,829	20,936	+43.4%	Shares	Sole	2026-08-10
2026-03-31	$1,048,787	14,603	-41.8%	Shares	Sole	2026-05-13
2025-12-31	$1,991,856	25,099	+48.5%	Shares	Sole	2026-02-03
2025-09-30	$1,274,015	16,899	-52.7%	Shares	Sole	2025-11-07
2025-06-30	$2,466,310	35,754	+142.1%	Shares	Sole	2025-08-11
2025-03-31	$1,000,735	14,771	+2.6%	Shares	Sole	2025-05-09
2024-12-31	$646,191	14,395	+6.7%	Shares	Sole	2025-02-05
2024-09-30	$848,062	13,487	+24.4%	Shares	Sole	2024-11-12
2024-06-30	$640,387	10,843	-29.6%	Shares	Sole	2024-08-02
2024-03-31	$1,228,463	15,402	-3.3%	Shares	Sole	2024-05-06
2023-12-31	$1,257,438	15,925	-11.5%	Shares	Sole	2024-01-29
2023-09-30	$1,255,782	17,986	-11.9%	Shares	Sole	2023-11-08
2023-06-30	$1,412,118	20,427	+9.8%	Shares	Sole	2023-08-09
2023-03-31	$1,382,760	18,608	-0.8%	Shares	Sole	2023-05-08
2022-12-31	$1,748,244	18,760	+14.9%	Shares	Sole	2023-02-14
2022-09-30	$1,557,487	16,331	+78.0%	Shares	Sole	2022-11-14
2022-06-30	$849,970	9,173	+147.5%	Shares	Sole	2022-08-09
2022-03-31	$375,084	3,706	+20.9%	Shares	Sole	2022-05-10
2021-12-31	$316,288	3,066	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.