Position in CVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,388,609
+$251,936 QoQ
Shares Held
13,423
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#847
of 2,054 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Elevated Private Wealth, LLC holds $4,354,129 across 2 Healthcare Plans names. CVS ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
7,135 | $2,965,520 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
13,423 | $1,388,609 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,388,609 | 13,423 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $1,136,673 | 14,323 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||