JOURNEY STRATEGIC WEALTH LLC

Position in CVS — CVS HEALTH Corp

CIK 1909316 SUMMIT, NJ

Position in CVS

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$706,992

+$178,934 QoQ

Shares Held

9,844

+47.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 99% None 1%

Healthcare · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $4,561,603 across 6 Healthcare Plans names. CVS ranks #4 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,450	$1,474,711
2	CI	Cigna Group	3,051	$813,851
3	ELV	Elevance Health, Inc.	2,617	$766,123
4	CVS	CVS HEALTH Corp This page	9,844	$706,992
5	CNC	Centene Corp	15,671	$513,067
6	MOH	Molina Healthcare, Inc.	2,152	$286,859

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$706,992	9,844	+47.9%	Shares	Sole	2026-04-15
2025-12-31	$528,058	6,654	+3.1%	Shares	Sole	2026-02-13
2025-09-30	$486,337	6,451	+68.0%	Shares	Sole	2025-11-12
2025-06-30	$264,812	3,839	+11.2%	Shares	Sole	2025-08-12
2023-06-30	$238,636	3,452	-39.0%	Shares	Other	2023-08-14
2023-03-31	$420,223	5,655	+24.4%	Shares	Sole	2023-05-12
2022-12-31	$423,453	4,544	+9.0%	Shares	Sole	2023-02-14
2022-09-30	$397,691	4,170	+82.8%	Shares	Sole	2022-11-14
2022-06-30	$211,357	2,281	-43.2%	Shares	Sole	2022-08-15
2022-03-31	$406,358	4,015	+6.0%	Shares	Sole	2022-05-16
2021-12-31	$390,666	3,787	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.