Aries Wealth Management

Position in CVS — CVS HEALTH Corp

CIK 1729515 PORTLAND, ME

Position in CVS

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

Position Value

$224,486

-$161,632 QoQ

Shares Held

2,170

-55.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,653

of 2,054 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Aries Wealth Management holds $700,585 across 2 Healthcare Plans names. CVS ranks #2 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CI	Cigna Group	1,727	$476,099
2	CVS	CVS HEALTH Corp This page	2,170	$224,486

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,486	2,170	-55.2%	Shares	Sole	2026-07-24
2024-03-31	$386,118	4,841	-1.1%	Shares	Sole	2024-05-03
2023-12-31	$386,430	4,894	-1.0%	Shares	Sole	2024-01-10
2023-09-30	$344,980	4,941	0.0%	Shares	Sole	2023-10-19
2023-06-30	$341,571	4,941	-35.0%	Shares	Sole	2023-07-14
2023-03-31	$565,201	7,606	0.0%	Shares	Sole	2023-04-11
2022-12-31	$708,803	7,606	+1.3%	Shares	Sole	2023-01-19
2022-09-30	$715,847	7,506	+3.4%	Shares	Sole	2022-11-02
2022-06-30	$672,340	7,256	+4.8%	Shares	Sole	2022-07-27
2021-12-31	$714,486	6,926	+3.4%	Shares	Sole	2022-06-06
2021-09-30	$568,646	6,701	+1.7%	Shares	Sole	2021-10-13
2021-06-30	$549,953	6,591	-4.2%	Shares	Sole	2021-07-14
2021-03-31	$517,657	6,881	-2.7%	Shares	Sole	2021-04-20
2020-12-31	$483,085	7,073	-12.3%	Shares	Sole	2021-01-22
2020-09-30	$470,879	8,063	-14.1%	Shares	Sole	2020-10-14
2020-06-30	$610,068	9,390	-0.2%	Shares	Sole	2020-07-09
2020-03-31	$558,057	9,406	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.