Modern Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 2001900 KANSAS CITY, MO

Position in CVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$873,736

+$512,485 QoQ

Shares Held

8,446

+67.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,022

of 2,051 holders

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Healthcare · as of Jun 30, 2026

Modern Wealth Management, LLC holds $5,755,631 across 5 Healthcare Plans names. CVS ranks #4 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	6,669	$2,771,834
2	CI	Cigna Group	3,331	$918,288
3	ELV	Elevance Health, Inc.	2,320	$897,210
4	CVS	CVS HEALTH Corp This page	8,446	$873,736
5	MOH	Molina Healthcare, Inc.	1,288	$294,563

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$873,736	8,446	+67.9%	Shares	Other	2026-08-14
2026-03-31	$361,251	5,030	+5.5%	Shares	Other	2026-05-14
2025-12-31	$378,545	4,770	+20.4%	Shares	Other	2026-02-17
2025-09-30	$298,617	3,961	+12.9%	Shares	Other	2025-11-12
2025-06-30	$242,049	3,509	+16.7%	Shares	Other	2025-11-12
2025-03-31	$203,722	3,007	-56.5%	Shares	Other	2025-06-02
2024-06-30	$408,398	6,915	—	Shares	Other	2025-05-29
No filing history on record for this holder in this stock.