Institute for Wealth Management, LLC.

Position in CVS — CVS HEALTH Corp

CIK 1533954 DENVER, CO

Position in CVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$228,210

+$14,631 QoQ

Shares Held

2,206

-22.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,642

of 2,059 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $3,696,435 across 6 Healthcare Plans names. CVS ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,052	$1,268,502
2	CI	Cigna Group	3,839	$1,058,335
3	ELV	Elevance Health, Inc.	2,709	$1,047,651
4	CVS	CVS HEALTH Corp This page	2,206	$228,210
5	CNC	Centene Corp	1,417	$90,957
6	HUM	Humana Inc	7	$2,780

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,210	2,206	-22.1%	Shares	Sole	2026-07-28
2025-09-30	$213,579	2,833	-12.3%	Shares	Sole	2025-10-17
2025-06-30	$222,874	3,231	-3.7%	Shares	Sole	2025-07-18
2025-03-31	$227,301	3,355	-55.0%	Shares	Sole	2025-04-21
2024-09-30	$468,959	7,458	-4.7%	Shares	Sole	2024-11-12
2024-06-30	$462,085	7,824	+31.5%	Shares	Sole	2024-07-25
2024-03-31	$474,651	5,951	-2.0%	Shares	Sole	2024-04-30
2023-12-31	$479,524	6,073	-5.9%	Shares	Sole	2024-01-31
2023-09-30	$450,548	6,453	-8.8%	Shares	Sole	2023-10-13
2023-06-30	$489,371	7,079	-0.7%	Shares	Sole	2023-07-25
2023-03-31	$529,978	7,132	-6.2%	Shares	Sole	2023-04-20
2022-12-31	$708,616	7,604	-1.0%	Shares	Sole	2023-02-02
2022-09-30	$732,536	7,681	+6.9%	Shares	Sole	2022-10-18
2022-06-30	$665,762	7,185	-1.6%	Shares	Sole	2022-07-25
2022-03-31	$738,731	7,299	-1.5%	Shares	Sole	2022-04-29
2021-12-31	$764,106	7,407	+4.6%	Shares	Sole	2022-01-21
2021-09-30	$600,893	7,081	-1.4%	Shares	Sole	2021-11-15
2021-06-30	$599,015	7,179	-6.1%	Shares	Sole	2021-07-21
2021-03-31	$575,434	7,649	-9.5%	Shares	Sole	2021-05-04
2020-12-31	$577,544	8,456	+14.8%	Shares	Sole	2021-02-01
2020-09-30	$430,116	7,365	-39.3%	Shares	Sole	2020-11-03
2020-06-30	$788,735	12,140	+2.1%	Shares	Sole	2020-07-30
2020-03-31	$705,196	11,886	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.