Private Wealth Asset Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1883006 OMAHA, NE

Position in CVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$615,527

+$188,198 QoQ

Shares Held

5,950

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,157

of 2,051 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $2,765,192 across 4 Healthcare Plans names. CVS ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,313	$1,792,612
2	CVS	CVS HEALTH Corp This page	5,950	$615,527
3	ELV	Elevance Health, Inc.	842	$325,626
4	CI	Cigna Group	114	$31,427

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$615,527	5,950	0.0%	Shares	Sole	2026-08-11
2026-03-31	$427,329	5,950	+1.5%	Shares	Sole	2026-05-06
2025-12-31	$465,128	5,861	-0.3%	Shares	Sole	2026-02-10
2025-09-30	$442,991	5,876	-7.8%	Shares	Sole	2025-11-03
2025-06-30	$439,816	6,376	-7.0%	Shares	Sole	2025-07-28
2025-03-31	$464,629	6,858	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.