Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$274,556
-$20,266 QoQ
Shares Held
2,654
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,530
of 2,054 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WBH ADVISORY INC holds $515,205 across 2 Healthcare Plans names. CVS ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
2,654 | $274,556 | |
| 2 | UNH |
Unitedhealth Group Inc
|
579 | $240,649 |
All Filings in CVS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,556 | 2,654 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $294,822 | 3,715 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $359,685 | 4,771 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $323,654 | 4,692 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $357,245 | 5,273 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $303,501 | 6,761 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $485,810 | 7,726 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $504,136 | 8,536 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $774,070 | 9,705 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $814,551 | 10,316 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $729,898 | 10,454 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $739,967 | 10,704 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $802,102 | 10,794 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $1,023,796 | 10,735 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $999,152 | 10,783 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,091,145 | 10,781 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,148,067 | 11,129 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $944,237 | 11,127 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $932,358 | 11,174 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $840,469 | 11,172 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $803,822 | 11,769 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $710,494 | 12,166 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $810,890 | 12,481 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $755,686 | 12,737 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||