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Equibles

TD PRIVATE CLIENT WEALTH LLC

Position in CVS — CVS HEALTH Corp

CIK 1551017 NEW YORK, NY
Back to CVS Full portfolio

Position in CVS

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$11,498,570
+$3,799,036 QoQ
Shares Held
111,151
+3.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#368
of 2,054 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, 2026

TD PRIVATE CLIENT WEALTH LLC holds $17,336,808 across 9 Healthcare Plans names. CVS ranks #1 (66.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVS
CVS HEALTH Corp
This page 		111,151 $11,498,570
2 UNH
Unitedhealth Group Inc
 11,937 $4,961,375
3 CI
Cigna Group
 1,812 $499,532
4 ELV
Elevance Health, Inc.
 422 $163,200
5 CNC
Centene Corp
 2,302 $147,765
6 HUM
Humana Inc
 124 $49,255
7 MOH
Molina Healthcare, Inc.
 72 $16,466
8 ALHC
Alignment Healthcare, Inc.
 15 $357

All Filings in CVS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,498,570 111,151
2026-03-31 $7,699,534 107,206
2025-12-31 $8,835,863 111,339
2025-09-30 $8,800,199 116,729
2025-06-30 $6,875,512 99,674
2025-03-31 $5,346,423 78,914
2024-12-31 $1,403,485 31,265
2024-09-30 $2,951,461 46,938
2024-06-30 $2,154,095 36,473
2024-03-31 $2,043,929 25,626
2023-12-31 $1,623,575 20,562
2023-09-30 $1,718,758 24,617
2023-06-30 $3,166,637 45,807
2023-03-31 $2,962,888 39,872
2022-12-31 $3,705,048 39,758
2022-09-30 $2,523,299 26,458
2022-06-30 $2,729,485 29,457
2022-03-31 $2,925,171 28,902
2021-12-31 $3,713,760 36,000
2021-09-30 $2,628,708 30,977
2021-06-30 $2,606,081 31,233
2021-03-31 $3,267,915 43,439
2020-12-31 $2,779,605 40,697
2020-09-30 $1,409,659 24,138
2020-06-30 $1,820,199 28,016
2020-03-31 $1,203,627 20,287

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