Abound Wealth Management

Position in CVS — CVS HEALTH Corp

CIK 1950323 FRANKLIN, TN

Position in CVS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$9,517

-$10,233 QoQ

Shares Held

-66.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,962

of 2,051 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Abound Wealth Management holds $136,770 across 9 Healthcare Plans names. CVS ranks #2 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	271	$112,635
2	CVS	CVS HEALTH Corp This page	92	$9,517
3	ELV	Elevance Health, Inc.	17	$6,574
4	CI	Cigna Group	13	$3,583
5	CNC	Centene Corp	34	$2,182
6	HUM	Humana Inc	4	$1,588
7	MOH	Molina Healthcare, Inc.	2	$457
8	ALHC	Alignment Healthcare, Inc.	5	$119

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,517	92	-66.5%	Shares	Sole	2026-07-10
2026-03-31	$19,750	275	-1.4%	Shares	Sole	2026-04-10
2025-12-31	$22,141	279	+43.1%	Shares	Sole	2026-01-12
2025-09-30	$14,701	195	+0.5%	Shares	Sole	2025-10-10
2025-06-30	$13,382	194	0.0%	Shares	Sole	2025-07-14
2025-03-31	$13,143	194	-33.1%	Shares	Sole	2025-04-17
2024-12-31	$13,018	290	-40.1%	Shares	Sole	2025-01-13
2024-09-30	$30,433	484	+84.7%	Shares	Sole	2024-11-04
2024-06-30	$15,473	262	-1.1%	Shares	Sole	2024-08-09
2024-03-31	$21,136	265	-6.7%	Shares	Sole	2024-08-08
2023-12-31	$22,424	284	+25.7%	Shares	Sole	2024-08-08
2023-09-30	$15,779	226	+11.3%	Shares	Sole	2024-08-08
2023-06-30	$14,033	203	+15.3%	Shares	Sole	2024-08-08
2023-03-31	$13,078	176	+28.5%	Shares	Sole	2024-08-07
2022-12-31	$12,767	137	-37.2%	Shares	Sole	2024-08-07
2022-09-30	$20,790	218	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.