Measured Wealth Private Client Group, LLC
Position in CVS — CVS HEALTH Corp
CIK 1720235
PORTSMOUTH, NH
Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$65,794
-$67,863 QoQ
Shares Held
636
-65.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,828
of 2,054 holders
Holding Since
Jun 2022
8 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, 2026Measured Wealth Private Client Group, LLC holds $1,089,821 across 4 Healthcare Plans names. CVS ranks #3 (6.0% of the industry book) .
All Filings in CVS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,794 | 636 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $133,657 | 1,861 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,027,473 | 12,947 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $717,938 | 9,523 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $251,882 | 3,158 | Shares | Sole | 2024-04-18 | |
| 2022-12-31 | $319,641 | 3,430 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $589,291 | 6,179 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $516,394 | 5,573 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||