Bogart Wealth, LLC

Position in CVS — CVS HEALTH Corp

CIK 1715740 MCLEAN, VA

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$92,070

+$36,625 QoQ

Shares Held

890

+15.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,793

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Bogart Wealth, LLC holds $483,119 across 7 Healthcare Plans names. CVS ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	703	$292,187
2	CVS	CVS HEALTH Corp This page	890	$92,070
3	ELV	Elevance Health, Inc.	121	$46,794
4	HUM	Humana Inc	73	$28,997
5	CI	Cigna Group	50	$13,784
6	CNC	Centene Corp	134	$8,601
7	MOH	Molina Healthcare, Inc.	3	$686

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$92,070	890	+15.3%	Shares	Sole	2026-07-24
2026-03-31	$55,445	772	+35.0%	Shares	Sole	2026-04-28
2025-12-31	$45,393	572	-7.4%	Shares	Sole	2026-01-30
2025-09-30	$46,591	618	+0.8%	Shares	Sole	2025-10-27
2025-06-30	$42,284	613	-10.9%	Shares	Sole	2025-07-30
2025-03-31	$46,612	688	-14.1%	Shares	Sole	2025-05-02
2024-12-31	$35,956	801	-27.7%	Shares	Sole	2025-01-30
2024-09-30	$69,671	1,108	-0.3%	Shares	Sole	2024-10-23
2024-06-30	$65,615	1,111	-98.9%	Shares	Sole	2024-07-31
2024-03-31	$7,783,299	97,584	-0.0%	Shares	Sole	2024-04-25
2023-12-31	$7,707,522	97,613	+12.1%	Shares	Sole	2024-02-07
2023-09-30	$6,077,132	87,040	+1.7%	Shares	Sole	2023-10-30
2023-06-30	$5,916,145	85,580	+3.1%	Shares	Sole	2023-07-31
2023-03-31	$6,168,770	83,014	+19.1%	Shares	Sole	2023-04-21
2022-12-31	$6,494,877	69,695	+25.6%	Shares	Sole	2023-02-06
2022-09-30	$5,290,555	55,474	+17.3%	Shares	Sole	2022-11-03
2022-06-30	$4,383,744	47,310	+21.1%	Shares	Sole	2022-07-22
2022-03-31	$3,955,286	39,080	-42.8%	Shares	Sole	2022-04-22
2021-12-31	$7,045,518	68,297	+5.0%	Shares	Sole	2022-01-19
2021-09-30	$5,522,009	65,072	+8.1%	Shares	Sole	2021-10-15
2021-06-30	$5,021,836	60,185	-1.9%	Shares	Sole	2021-08-06
2021-03-31	$4,613,404	61,324	+36.7%	Shares	Sole	2021-04-16
2020-12-31	$3,064,484	44,868	-9.4%	Shares	Sole	2021-01-14
2020-09-30	$2,890,858	49,501	-3.4%	Shares	Sole	2020-10-06
2020-06-30	$3,329,452	51,246	+5.7%	Shares	Sole	2020-07-08
2020-03-31	$2,877,742	48,504	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.