LAUREL OAK WEALTH MANAGEMENT, LLC

Position in CVS — CVS HEALTH Corp

CIK 2111403 MARLTON, NJ

Position in CVS

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

Position Value

$246,831

+$19,862 QoQ

Shares Held

2,386

-16.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,601

of 2,054 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LAUREL OAK WEALTH MANAGEMENT, LLC holds $1,109,740 across 3 Healthcare Plans names. CVS ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,476	$613,469
2	ELV	Elevance Health, Inc.	645	$249,440
3	CVS	CVS HEALTH Corp This page	2,386	$246,831

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,831	2,386	-16.6%	Shares	Sole	2026-07-21
2025-12-31	$226,969	2,860	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.