KINGSWOOD WEALTH ADVISORS, LLC

Position in CVS — CVS HEALTH Corp

CIK 1987855 SAN DIEGO, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,535,922

+$458,192 QoQ

Shares Held

14,847

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#818

of 2,054 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,333,049 across 6 Healthcare Plans names. CVS ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	9,283	$3,858,293
2	HUM	Humana Inc	6,380	$2,534,263
3	ELV	Elevance Health, Inc.	6,550	$2,533,081
4	CVS	CVS HEALTH Corp This page	14,847	$1,535,922
5	OSCR	Oscar Health, Inc.	53,783	$1,533,891
6	CI	Cigna Group	4,852	$1,337,599

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,535,922	14,847	-1.1%	Shares	Sole	2026-07-27
2026-03-31	$1,077,730	15,006	-7.5%	Shares	Sole	2026-04-28
2025-12-31	$1,287,854	16,228	-2.3%	Shares	Sole	2026-01-28
2025-09-30	$1,252,227	16,610	+6.4%	Shares	Sole	2025-10-23
2025-06-30	$1,076,501	15,606	-0.4%	Shares	Sole	2025-07-23
2025-03-31	$1,061,913	15,674	-29.9%	Shares	Sole	2025-07-25
2024-12-31	$1,003,785	22,361	-32.3%	Shares	Sole	2025-01-22
2024-09-30	$2,077,743	33,043	+64.6%	Shares	Sole	2024-10-21
2024-06-30	$1,185,688	20,076	-18.2%	Shares	Sole	2024-07-09
2024-03-31	$1,957,788	24,546	-13.6%	Shares	Sole	2024-04-15
2023-12-31	$2,244,043	28,420	+245.3%	Shares	Sole	2024-01-16
2023-09-30	$574,618	8,230	-66.9%	Shares	Sole	2023-10-24
2023-06-30	$1,719,677	24,876	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.