Center for Wealth Management Advisory

Position in CVS — CVS HEALTH Corp

CIK 2121390 MILFORD, OH

Position in CVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$402,730

+$124,141 QoQ

Shares Held

3,893

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,344

of 2,054 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Center for Wealth Management Advisory holds $6,593,692 across 4 Healthcare Plans names. CVS ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,850	$2,431,435
2	ELV	Elevance Health, Inc.	4,993	$1,930,942
3	CI	Cigna Group	6,633	$1,828,585
4	CVS	CVS HEALTH Corp This page	3,893	$402,730

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,730	3,893	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$278,589	3,879	-84.1%	Shares	Sole	2026-04-24
2025-12-31	$1,935,034	24,383	—	Shares	Sole	2026-04-10
No filing history on record for this holder in this stock.