MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in CVS — CVS HEALTH Corp

CIK 1965241 ST. LOUIS, MO

Position in CVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,758,443

+$1,473,174 QoQ

Shares Held

16,998

+327.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#786

of 2,051 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $3,875,649 across 5 Healthcare Plans names. CVS ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	16,998	$1,758,443
2	UNH	Unitedhealth Group Inc	3,622	$1,505,411
3	ELV	Elevance Health, Inc.	619	$239,385
4	CNC	Centene Corp	3,535	$226,911
5	CLOV	Clover Health Investments, Corp. /De	27,767	$145,499

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,758,443	16,998	+327.9%	Shares	Sole	2026-08-05
2026-03-31	$285,269	3,972	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.