Accurate Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1877728 WESLEY CHAPEL, FL

Position in CVS

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

Position Value

$525,629

+$205,312 QoQ

Shares Held

5,081

+13.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,219

of 2,054 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $4,699,856 across 5 Healthcare Plans names. CVS ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,507	$2,288,874
2	ELV	Elevance Health, Inc.	2,745	$1,061,573
3	CI	Cigna Group	2,251	$620,555
4	CVS	CVS HEALTH Corp This page	5,081	$525,629
5	CNC	Centene Corp	3,166	$203,225

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$525,629	5,081	+13.9%	Shares	Sole	2026-07-15
2026-03-31	$320,317	4,460	+41.9%	Shares	Sole	2026-04-23
2023-09-30	$219,514	3,144	+4.9%	Shares	Sole	2023-10-23
2023-06-30	$207,113	2,996	-48.2%	Shares	Sole	2023-07-24
2023-03-31	$430,031	5,787	+24.3%	Shares	Sole	2023-04-13
2022-12-31	$433,985	4,657	+8.5%	Shares	Sole	2023-01-11
2022-09-30	$409,328	4,292	+62.7%	Shares	Sole	2022-11-14
2022-06-30	$244,437	2,638	-1.1%	Shares	Sole	2022-08-04
2022-03-31	$270,028	2,668	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.