Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$939,326
+$285,046 QoQ
Shares Held
9,080
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#997
of 2,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WealthTrust Axiom LLC holds $1,731,932 across 2 Healthcare Plans names. CVS ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
9,080 | $939,326 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,907 | $792,606 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,326 | 9,080 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $654,280 | 9,110 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $722,890 | 9,109 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $686,576 | 9,107 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $551,702 | 7,998 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $698,909 | 10,316 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $422,639 | 9,415 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $654,769 | 10,413 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $659,168 | 11,161 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $935,983 | 11,735 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $910,645 | 11,533 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $805,164 | 11,532 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $866,268 | 12,531 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $931,104 | 12,530 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,167,577 | 12,529 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,198,324 | 12,565 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,168,535 | 12,611 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,283,646 | 12,683 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,281,247 | 12,420 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,069,405 | 12,602 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,110,502 | 13,309 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,324,273 | 17,603 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,247,977 | 18,272 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $896,031 | 15,343 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,009,243 | 15,534 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $890,661 | 15,012 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||