Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$224,900
-$15,005 QoQ
Shares Held
2,174
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,649
of 2,051 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $974,748 across 2 Healthcare Plans names. CVS ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
2,720 | $749,848 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,174 | $224,900 |
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,900 | 2,174 | Shares | Defined | 2026-08-11 | |
| 2025-12-31 | $239,905 | 3,023 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $1,017,110 | 14,745 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,983,824 | 73,562 | Shares | Defined | 2025-05-22 | |
| 2024-12-31 | $676,312 | 15,066 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,213,229 | 51,101 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $971,157 | 12,176 | Shares | Defined | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||