Cornerstone Financial Management LLC

Position in CVS — CVS HEALTH Corp

CIK 2110329 PROVIDENCE, RI

Position in CVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$22,448

+$12,178 QoQ

Shares Held

217

+51.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,919

of 2,051 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Cornerstone Financial Management LLC holds $570,009 across 7 Healthcare Plans names. CVS ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	974	$404,823
2	ELV	Elevance Health, Inc.	270	$104,417
3	CVS	CVS HEALTH Corp This page	217	$22,448
4	HUM	Humana Inc	41	$16,286
5	CI	Cigna Group	51	$14,059
6	CNC	Centene Corp	109	$6,996
7	PGNY	Progyny, Inc.	34	$980

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,448	217	+51.7%	Shares	Sole	2026-08-12
2026-03-31	$10,270	143	+26.5%	Shares	Sole	2026-05-08
2025-12-31	$8,967	113	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.