Wilkerson Advisory Group LLC

Position in CVS — CVS HEALTH Corp

CIK 2079661 COLUMBIA, MO

Position in CVS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$24,517

+$12,452 QoQ

Shares Held

237

+41.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,917

of 2,054 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $449,083 across 5 Healthcare Plans names. CVS ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	590	$245,221
2	CI	Cigna Group	243	$66,990
3	HUM	Humana Inc	167	$66,335
4	ELV	Elevance Health, Inc.	119	$46,020
5	CVS	CVS HEALTH Corp This page	237	$24,517

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,517	237	+41.1%	Shares	Sole	2026-07-21
2026-03-31	$12,065	168	+3.7%	Shares	Sole	2026-05-08
2025-12-31	$12,856	162	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.