Position in CVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$311,384
+$95,206 QoQ
Shares Held
3,010
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,473
of 2,059 holders
Holding Since
Mar 2025
6 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, 2026Windsor Capital Management, LLC holds $311,384 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,010 | $311,384 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,384 | 3,010 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $216,178 | 3,010 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $238,873 | 3,010 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $226,923 | 3,010 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $209,354 | 3,035 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $205,621 | 3,035 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||