Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$229,038
-$432,496 QoQ
Shares Held
2,214
-76.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,637
of 2,054 holders
Holding Since
Mar 2020
26 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $2,297,212 across 2 Healthcare Plans names. CVS ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,976 | $2,068,174 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,214 | $229,038 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,038 | 2,214 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $661,534 | 9,211 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,353,564 | 17,056 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,279,594 | 16,973 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $387,874 | 5,623 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,180,408 | 17,423 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $880,248 | 19,609 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,963,679 | 31,229 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,349,894 | 107,516 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,354,571 | 117,284 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,472,486 | 107,301 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,459,752 | 63,875 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,000,276 | 57,866 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $948,046 | 12,758 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $1,191,061 | 12,781 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $1,253,543 | 13,144 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $989,701 | 10,681 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,486,066 | 14,683 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,541,004 | 14,938 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,267,299 | 14,934 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,244,507 | 14,915 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,178,402 | 15,664 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,062,338 | 15,554 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $861,458 | 14,751 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $952,200 | 14,656 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $343,342 | 5,787 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||