DIVERSIFY WEALTH MANAGEMENT, LLC

Position in CVS — CVS HEALTH Corp

CIK 2030780 SANDY, UT

Position in CVS

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

Position Value

$3,486,885

+$1,234,467 QoQ

Shares Held

33,706

+7.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#607

of 2,051 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Healthcare · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $21,293,063 across 6 Healthcare Plans names. CVS ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	33,396	$13,880,379
2	CVS	CVS HEALTH Corp This page	33,706	$3,486,885
3	CI	Cigna Group	5,230	$1,441,806
4	ELV	Elevance Health, Inc.	2,198	$850,032
5	CNC	Centene Corp	12,896	$827,794
6	MOH	Molina Healthcare, Inc.	3,525	$806,167

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,486,885	33,706	+7.5%	Shares	Sole	2026-07-30
2026-03-31	$2,252,418	31,362	+141.8%	Shares	Sole	2026-05-01
2025-12-31	$1,029,219	12,969	+1.6%	Shares	Sole	2026-02-03
2025-09-30	$961,976	12,760	-2.7%	Shares	Sole	2025-11-12
2025-06-30	$904,327	13,110	-1.2%	Shares	Sole	2025-08-14
2025-03-31	$899,313	13,274	-18.0%	Shares	Sole	2025-05-01
2024-12-31	$726,365	16,181	+2.6%	Shares	Sole	2025-01-16
2024-09-30	$991,806	15,773	-4.9%	Shares	Sole	2024-10-25
2024-06-30	$979,628	16,587	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.