Lifeworks Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1882132 GRAND RAPIDS, MI

Position in CVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$466,766

+$54,592 QoQ

Shares Held

4,512

-21.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,271

of 2,054 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $1,999,385 across 3 Healthcare Plans names. CVS ranks #3 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,847	$767,668
2	ELV	Elevance Health, Inc.	1,978	$764,951
3	CVS	CVS HEALTH Corp This page	4,512	$466,766

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,766	4,512	-21.4%	Shares	Sole	2026-08-14
2026-03-31	$412,174	5,739	—	Shares	Sole	2026-05-04
No filing history on record for this holder in this stock.