OneAscent Family Office, LLC

Family Office

Position in CVS — CVS HEALTH Corp

CIK 2055812 BIRMINGHAM, AL

Position in CVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$222,107

New position

Shares Held

2,147

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,661

of 2,054 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OneAscent Family Office, LLC holds $1,399,898 across 3 Healthcare Plans names. CVS ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,262	$940,155
2	CI	Cigna Group	862	$237,636
3	CVS	CVS HEALTH Corp This page	2,147	$222,107

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,107	2,147	—	Shares	Sole	2026-08-11
No filing history on record for this holder in this stock.