Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$392,281
+$158,867 QoQ
Shares Held
3,792
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,357
of 2,051 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $2,660,865 across 3 Healthcare Plans names. CVS ranks #2 (14.7% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,281 | 3,792 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $233,414 | 3,250 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $239,349 | 3,016 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $217,198 | 2,881 | Shares | Other | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||