Retirement Wealth Solutions LLC

Pension

Position in CVS — CVS HEALTH Corp

CIK 2044741 MARSHFIELD, WI

Position in CVS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$4,655

+$3,004 QoQ

Shares Held

+95.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,996

of 2,051 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $79,538 across 5 Healthcare Plans names. CVS ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	123	$51,122
2	CI	Cigna Group	65	$17,919
3	CVS	CVS HEALTH Corp This page	45	$4,655
4	ELV	Elevance Health, Inc.	11	$4,254
5	HUM	Humana Inc	4	$1,588

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,655	45	+95.7%	Shares	Sole	2026-07-07
2026-03-31	$1,651	23	+228.6%	Shares	Sole	2026-04-07
2025-12-31	$555	7	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.