Prosperity Consulting Group, LLC

Position in CVS — CVS HEALTH Corp

CIK 1910398 OWINGS MILLS, MD

Position in CVS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$453,317

+$240,244 QoQ

Shares Held

4,382

+39.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,284

of 2,054 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Prosperity Consulting Group, LLC holds $4,751,662 across 5 Healthcare Plans names. CVS ranks #4 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	6,711	$2,789,292
2	CI	Cigna Group	3,024	$833,656
3	ELV	Elevance Health, Inc.	1,200	$464,076
4	CVS	CVS HEALTH Corp This page	4,382	$453,317
5	HUM	Humana Inc	532	$211,321

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,317	4,382	+39.3%	Shares	Sole	2026-08-13
2025-03-31	$213,073	3,145	-1.5%	Shares	Sole	2025-05-07
2024-09-30	$200,775	3,193	-9.6%	Shares	Sole	2024-10-15
2024-06-30	$208,718	3,534	-18.4%	Shares	Sole	2024-08-08
2024-03-31	$345,440	4,331	+17.3%	Shares	Sole	2024-05-01
2023-12-31	$291,599	3,693	+14.9%	Shares	Sole	2024-02-13
2023-09-30	$224,401	3,214	+71.2%	Shares	Sole	2023-11-14
2021-12-31	$193,631	1,877	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.