Medallion Wealth Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 2131139 FARMINGTON, CT

Position in CVS

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

Position Value

$250,762

+$66,476 QoQ

Shares Held

2,424

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,586

of 2,051 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $1,395,131 across 6 Healthcare Plans names. CVS ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,880	$781,384
2	ELV	Elevance Health, Inc.	666	$257,562
3	CVS	CVS HEALTH Corp This page	2,424	$250,762
4	CNC	Centene Corp	1,204	$77,284
5	OSCR	Oscar Health, Inc.	600	$17,112
6	CI	Cigna Group	40	$11,027

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,762	2,424	-5.5%	Shares	Sole	2026-08-14
2026-03-31	$184,286	2,566	+0.2%	Shares	Sole	2026-04-24
2025-12-31	$203,315	2,562	-5.0%	Shares	Sole	2026-04-24
2025-09-30	$203,323	2,697	+0.3%	Shares	Sole	2026-04-24
2025-06-30	$185,550	2,690	-1.9%	Shares	Sole	2026-04-24
2025-03-31	$185,767	2,742	+38.9%	Shares	Sole	2026-04-24
2024-12-31	$88,607	1,974	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.