Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,275
+$894 QoQ
Shares Held
51
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,993
of 2,051 holders
Holding Since
Mar 2020
12 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, 2026Darwin Wealth Management, LLC holds $66,896 across 5 Healthcare Plans names. CVS ranks #3 (7.9% of the industry book) .
All Filings in CVS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,275 | 51 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,381 | 61 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,317 | 67 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,312 | 97 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,139 | 89 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,964 | 29 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $1,301 | 29 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $4,150 | 66 | Shares | Sole | 2024-11-08 | |
| 2021-06-30 | $264,755 | 3,173 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $246,152 | 3,272 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $227,848 | 3,336 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $190,745 | 3,215 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||