Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,306,262
+$397,237 QoQ
Shares Held
12,627
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#865
of 2,051 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $6,658,100 across 4 Healthcare Plans names. CVS ranks #2 (19.6% of the industry book) .
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,306,262 | 12,627 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $909,025 | 12,657 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $885,895 | 11,163 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $936,117 | 12,417 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $848,385 | 12,299 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $782,241 | 11,546 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $572,123 | 12,745 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,172,233 | 50,449 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,998,889 | 50,777 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,029,922 | 37,988 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,739,122 | 34,690 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,816,748 | 40,343 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,443,814 | 35,351 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,550,180 | 20,861 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,008,617 | 21,554 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,985,317 | 20,817 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,152,227 | 12,435 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,375,342 | 13,589 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,404,317 | 13,613 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,199,411 | 14,134 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,547,895 | 18,551 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,407,703 | 18,712 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,288,479 | 18,865 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,013,415 | 17,353 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $878,459 | 13,521 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,087,696 | 18,333 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||