Wescott Financial Advisory Group, LLC

Position in CVS — CVS HEALTH Corp

CIK 1864880 Philadelphia, PA

Position in CVS

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

Position Value

$446,386

+$137,417 QoQ

Shares Held

4,315

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,290

of 2,051 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Healthcare · as of Jun 30, 2026

Wescott Financial Advisory Group, LLC holds $716,828 across 2 Healthcare Plans names. CVS ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp This page	4,315	$446,386
2	CI	Cigna Group	981	$270,442

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,386	4,315	+0.3%	Shares	Sole	2026-08-04
2026-03-31	$308,969	4,302	+1.9%	Shares	Sole	2026-05-12
2025-12-31	$335,137	4,223	+1.3%	Shares	Sole	2026-02-12
2025-09-30	$314,150	4,167	+0.7%	Shares	Sole	2025-11-05
2025-06-30	$285,301	4,136	-0.4%	Shares	Sole	2025-08-11
2025-03-31	$281,298	4,152	-41.6%	Shares	Sole	2025-05-14
2024-12-31	$319,257	7,112	+1.5%	Shares	Sole	2025-02-12
2024-09-30	$440,725	7,009	+17.3%	Shares	Sole	2024-11-12
2024-06-30	$352,824	5,974	+1.0%	Shares	Sole	2024-08-14
2024-03-31	$471,541	5,912	+1.9%	Shares	Sole	2024-05-13
2023-12-31	$457,968	5,800	0.0%	Shares	Sole	2024-02-13
2023-09-30	$404,956	5,800	-3.0%	Shares	Sole	2023-11-09
2023-06-30	$413,397	5,980	+1.8%	Shares	Sole	2023-08-11
2023-03-31	$436,571	5,875	-3.0%	Shares	Sole	2023-05-10
2022-12-31	$564,451	6,057	+82.5%	Shares	Sole	2023-02-06
2022-09-30	$316,533	3,319	+7.1%	Shares	Sole	2022-11-14
2022-06-30	$287,060	3,098	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.