ELEVATION WEALTH PARTNERS, LLC

Position in CVS — CVS HEALTH Corp

CIK 1976256 WALNUT CREEK, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$36,828

+$18,802 QoQ

Shares Held

356

+41.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,884

of 2,051 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $431,996 across 7 Healthcare Plans names. CVS ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	368	$152,951
2	CI	Cigna Group	365	$100,623
3	CNC	Centene Corp	658	$42,237
4	ELV	Elevance Health, Inc.	105	$40,606
5	CVS	CVS HEALTH Corp This page	356	$36,828
6	MOH	Molina Healthcare, Inc.	144	$32,932
7	HUM	Humana Inc	65	$25,819

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,828	356	+41.8%	Shares	Sole	2026-07-08
2026-03-31	$18,026	251	0.0%	Shares	Sole	2026-04-14
2025-12-31	$19,919	251	+25.5%	Shares	Sole	2026-01-09
2025-09-30	$15,078	200	+185.7%	Shares	Sole	2025-10-14
2025-06-30	$4,828	70	0.0%	Shares	Sole	2025-07-08
2025-03-31	$4,742	70	-85.1%	Shares	Sole	2025-04-09
2024-12-31	$21,098	470	+17.5%	Shares	Sole	2025-01-29
2024-09-30	$25,152	400	0.0%	Shares	Sole	2024-10-04
2024-06-30	$23,624	400	-20.0%	Shares	Sole	2024-07-09
2024-03-31	$39,880	500	0.0%	Shares	Sole	2024-04-19
2023-12-31	$39,480	500	+400.0%	Shares	Sole	2024-01-17
2023-09-30	$6,982	100	0.0%	Shares	Sole	2023-10-10
2023-06-30	$6,913	100	0.0%	Shares	Sole	2023-07-06
2023-03-31	$7,431	100	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.