WEALTH EFFECTS LLC

Position in CVS — CVS HEALTH Corp

CIK 1907254 BOSTON, MA

Position in CVS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$663,838

+$243,261 QoQ

Shares Held

6,417

+9.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,134

of 2,054 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WEALTH EFFECTS LLC holds $2,702,503 across 2 Healthcare Plans names. CVS ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	4,905	$2,038,665
2	CVS	CVS HEALTH Corp This page	6,417	$663,838

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$663,838	6,417	+9.6%	Shares	Sole	2026-08-06
2026-03-31	$420,577	5,856	+1.7%	Shares	Sole	2026-04-21
2025-12-31	$457,113	5,760	-3.3%	Shares	Sole	2026-01-26
2025-09-30	$449,249	5,959	+35.0%	Shares	Sole	2025-10-28
2025-06-30	$304,477	4,414	-11.5%	Shares	Sole	2025-07-15
2025-03-31	$337,869	4,987	-19.1%	Shares	Sole	2025-04-23
2024-12-31	$276,791	6,166	-13.0%	Shares	Sole	2025-01-22
2024-09-30	$445,819	7,090	-4.8%	Shares	Sole	2024-10-21
2024-06-30	$439,760	7,446	-58.5%	Shares	Sole	2024-08-02
2024-03-31	$1,431,213	17,944	-3.3%	Shares	Sole	2024-04-22
2023-12-31	$1,464,865	18,552	-1.7%	Shares	Sole	2024-01-29
2023-09-30	$1,317,992	18,877	-1.4%	Shares	Sole	2023-10-16
2023-06-30	$1,323,977	19,152	+2.2%	Shares	Sole	2023-07-18
2023-03-31	$1,392,718	18,742	+7.1%	Shares	Sole	2023-05-04
2022-12-31	$1,631,477	17,507	-15.9%	Shares	Sole	2023-02-02
2022-09-30	$1,986,270	20,827	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$1,935,389	20,887	+0.5%	Shares	Sole	2022-08-03
2022-03-31	$2,103,751	20,786	-1.4%	Shares	Sole	2022-05-16
2021-12-31	$2,175,747	21,091	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.