QTR Family Wealth, LLC

Position in CVS — CVS HEALTH Corp

CIK 2067954 LAKE MARY, FL

Position in CVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$205,348

New position

Shares Held

1,985

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,705

of 2,054 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 14% Shared 0% None 86%

Healthcare · as of Jun 30, 2026

QTR Family Wealth, LLC holds $2,447,777 across 4 Healthcare Plans names. CVS ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,332	$969,249
2	CNC	Centene Corp	12,292	$789,023
3	MOH	Molina Healthcare, Inc.	2,117	$484,157
4	CVS	CVS HEALTH Corp This page	1,985	$205,348

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,348	1,985	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.