Position in CVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$534,526
+$285,383 QoQ
Shares Held
5,167
+48.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,211
of 2,054 holders
Holding Since
Mar 2020
11 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, 2026LVW Advisors, LLC holds $1,764,790 across 2 Healthcare Plans names. CVS ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,960 | $1,230,264 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
5,167 | $534,526 |
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,526 | 5,167 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $249,143 | 3,469 | Shares | Sole | 2026-04-20 | |
| 2025-09-30 | $247,505 | 3,283 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $218,873 | 3,173 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $272,897 | 4,028 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $224,898 | 5,010 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $249,507 | 3,968 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $234,586 | 3,972 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $316,248 | 3,965 | Shares | Sole | 2024-04-18 | |
| 2020-06-30 | $241,623 | 3,719 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $201,128 | 3,390 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||