Simplicity Wealth,LLC

Position in CVS — CVS HEALTH Corp

CIK 1913243 SUMMIT, NJ

Position in CVS

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

Position Value

$3,936,686

+$3,497,435 QoQ

Shares Held

38,054

+522.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#571

of 2,051 holders

Holding Since

Mar 2024

7 quarters on record

Healthcare · as of Jun 30, 2026

Simplicity Wealth,LLC holds $19,232,347 across 6 Healthcare Plans names. CVS ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	31,667	$13,161,755
2	CVS	CVS HEALTH Corp This page	38,054	$3,936,686
3	ELV	Elevance Health, Inc.	1,914	$740,201
4	CI	Cigna Group	2,617	$721,454
5	CNC	Centene Corp	5,720	$367,166
6	MOH	Molina Healthcare, Inc.	1,334	$305,085

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,936,686	38,054	+522.2%	Shares	Sole	2026-08-06
2026-03-31	$439,251	6,116	+13.0%	Shares	Sole	2026-04-30
2025-12-31	$429,337	5,410	+15.3%	Shares	Sole	2026-01-30
2025-09-30	$353,880	4,694	-44.1%	Shares	Sole	2025-10-30
2025-06-30	$579,156	8,396	-66.9%	Shares	Sole	2025-07-22
2024-06-30	$1,496,698	25,342	-19.4%	Shares	Sole	2024-07-10
2024-03-31	$2,506,936	31,431	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.