Ulland Investment Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1911497 MINNEAPOLIS, MN

Position in CVS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,137

+$1,136 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,040

of 2,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Ulland Investment Advisors, LLC holds $2,463,329 across 2 Healthcare Plans names. CVS ranks #2 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	5,924	$2,462,192
2	CVS	CVS HEALTH Corp This page	11	$1,137

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,137	11	0.0%	Shares	Sole	2026-07-16
2026-03-31	$1	11	0.0%	Shares	Sole	2026-04-27
2025-12-31	$1	11	0.0%	Shares	Sole	2026-01-08
2025-09-30	$1	11	-96.5%	Shares	Sole	2025-11-13
2025-06-30	$21,452	311	-13.9%	Shares	Sole	2025-07-24
2025-03-31	$24,457	361	-79.9%	Shares	Sole	2025-04-15
2024-12-31	$80,622	1,796	0.0%	Shares	Sole	2025-01-16
2024-09-30	$112,932	1,796	-23.8%	Shares	Sole	2024-10-15
2024-06-30	$139,145	2,356	+46.7%	Shares	Sole	2024-07-16
2024-03-31	$128,094	1,606	0.0%	Shares	Sole	2024-04-25
2023-12-31	$126,809	1,606	-13.5%	Shares	Sole	2024-01-16
2023-09-30	$129,585	1,856	+25.3%	Shares	Sole	2023-10-23
2023-06-30	$102,381	1,481	+33.3%	Shares	Sole	2023-07-20
2023-03-31	$82,558	1,111	+1000.0%	Shares	Sole	2023-04-17
2022-12-31	$9,412	101	-28.4%	Shares	Sole	2023-01-31
2022-09-30	$13,447	141	0.0%	Shares	Sole	2022-10-12
2022-06-30	$13,065	141	0.0%	Shares	Sole	2022-07-25
2022-03-31	$14,270	141	0.0%	Shares	Sole	2022-05-09
2021-12-31	$14,545	141	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.