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Pinnacle Wealth Management Advisory Group, LLC

Position in CVS — CVS HEALTH Corp

CIK 1631864 RED BANK, NJ

Position in CVS

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$514,043
+$223,388 QoQ
Shares Held
4,969
+22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,230
of 2,054 holders
Holding Since
Jun 2022
14 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, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $4,759,969 across 6 Healthcare Plans names. CVS ranks #3 (10.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CVS
CVS HEALTH Corp
This page
4,969 $514,043

All Filings in CVS

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $514,043 4,969
2026-03-31 $290,655 4,047
2025-12-31 $296,092 3,731
2025-09-30 $249,013 3,303
2025-06-30 $272,884 3,956
2025-03-31 $230,621 3,404
2024-03-31 $526,655 6,603
2023-12-31 $484,103 6,131
2023-09-30 $467,095 6,690
2023-06-30 $417,959 6,046
2023-03-31 $370,435 4,985
2022-12-31 $389,627 4,181
2022-09-30 $596,825 6,258
2022-06-30 $256,019 2,763