BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in CVS — CVS HEALTH Corp
CIK 1654599
MORRISTOWN, NJ
Position in CVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$85,346
+$26,095 QoQ
Shares Held
825
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,796
of 2,051 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $1,999,756 across 4 Healthcare Plans names. CVS ranks #3 (4.3% of the industry book) .
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,346 | 825 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $59,251 | 825 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||