UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in CVS — CVS HEALTH Corp
CIK 2011649
PITTSBURGH, PA
Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$253,659
+$78,562 QoQ
Shares Held
2,452
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,579
of 2,054 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $829,722 across 2 Healthcare Plans names. CVS ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,386 | $576,063 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,452 | $253,659 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,659 | 2,452 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $175,097 | 2,438 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $188,776 | 2,504 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||