SAGESPRING WEALTH PARTNERS, LLC

Position in CVS — CVS HEALTH Corp

CIK 2056425 FRANKLIN, TN

Position in CVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,859,410

+$730,687 QoQ

Shares Held

17,974

+14.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#766

of 2,058 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SAGESPRING WEALTH PARTNERS, LLC holds $9,795,501 across 6 Healthcare Plans names. CVS ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	12,729	$5,290,554
2	CVS	CVS HEALTH Corp This page	17,974	$1,859,410
3	CI	Cigna Group	3,022	$833,104
4	ELV	Elevance Health, Inc.	2,082	$805,171
5	CNC	Centene Corp	8,198	$526,229
6	HUM	Humana Inc	1,211	$481,033

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,859,410	17,974	+14.4%	Shares	Sole	2026-08-03
2026-03-31	$1,128,723	15,716	+1.3%	Shares	Sole	2026-05-07
2025-12-31	$1,231,508	15,518	+4.6%	Shares	Sole	2026-01-07
2025-09-30	$1,118,712	14,839	+0.7%	Shares	Sole	2025-10-31
2025-06-30	$1,016,420	14,735	+15.7%	Shares	Sole	2025-07-28
2025-03-31	$863,202	12,741	+88.4%	Shares	Sole	2025-04-17
2024-12-31	$303,501	6,761	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.