Pines Wealth Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 2037426 SOUTHERN PINES, NC

Position in CVS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$507,525

+$189,435 QoQ

Shares Held

4,906

+10.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,233

of 2,051 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Pines Wealth Management, LLC holds $1,564,518 across 4 Healthcare Plans names. CVS ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,295	$538,240
2	CVS	CVS HEALTH Corp This page	4,906	$507,525
3	ELV	Elevance Health, Inc.	682	$263,749
4	CI	Cigna Group	925	$255,004

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$507,525	4,906	+10.8%	Shares	Sole	2026-07-22
2026-03-31	$318,090	4,429	-7.7%	Shares	Sole	2026-04-08
2025-12-31	$380,769	4,798	-12.9%	Shares	Sole	2026-02-02
2025-09-30	$415,172	5,507	-13.8%	Shares	Sole	2025-11-03
2025-06-30	$440,575	6,387	+27.2%	Shares	Sole	2025-07-09
2025-03-31	$340,105	5,020	—	Shares	Sole	2025-04-11
No filing history on record for this holder in this stock.