AXXCESS WEALTH MANAGEMENT, LLC

Position in CVS — CVS HEALTH Corp

CIK 1911056 CARLSBAD, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,241,089

+$680,332 QoQ

Shares Held

11,997

+69.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#882

of 2,051 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Healthcare · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $6,999,133 across 4 Healthcare Plans names. CVS ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	10,461	$4,347,905
2	CVS	CVS HEALTH Corp This page	11,997	$1,241,089
3	CI	Cigna Group	3,457	$953,025
4	ELV	Elevance Health, Inc.	1,182	$457,114

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,241,089	11,997	+69.8%	Shares	Sole	2026-07-28
2025-12-31	$560,757	7,066	-3.1%	Shares	Sole	2026-02-19
2025-09-30	$549,668	7,291	-5.8%	Shares	Sole	2025-11-07
2025-06-30	$533,698	7,737	-24.6%	Shares	Sole	2025-07-28
2025-03-31	$694,844	10,256	+6.1%	Shares	Sole	2025-04-30
2024-09-30	$607,546	9,662	-31.8%	Shares	Sole	2024-11-04
2024-06-30	$837,057	14,173	-47.5%	Shares	Sole	2024-08-09
2024-03-31	$2,153,200	26,996	+24.0%	Shares	Sole	2024-05-14
2023-12-31	$1,718,722	21,767	+5.9%	Shares	Sole	2024-02-06
2023-09-30	$1,434,940	20,552	+150.1%	Shares	Sole	2023-11-14
2023-06-30	$568,110	8,218	-47.1%	Shares	Sole	2023-08-08
2023-03-31	$1,153,588	15,524	+11.5%	Shares	Sole	2023-05-03
2022-12-31	$1,297,018	13,918	+38.4%	Shares	Sole	2023-02-16
2022-09-30	$959,136	10,057	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$910,106	9,822	+0.2%	Shares	Sole	2022-08-11
2022-03-31	$992,566	9,807	+12.4%	Shares	Sole	2022-08-11
2021-12-31	$899,761	8,722	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.