Position in CVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$236,072
+$24,102 QoQ
Shares Held
2,282
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,625
of 2,054 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $1,338,956 across 4 Healthcare Plans names. CVS ranks #4 (17.6% of the industry book) .
All Filings in CVS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,072 | 2,282 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $211,970 | 2,671 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $200,235 | 2,656 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $259,060 | 3,248 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,833,056 | 23,215 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,618,008 | 23,174 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,506,895 | 21,798 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,611,486 | 21,686 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,292,939 | 24,605 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,271,618 | 23,819 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,050,009 | 22,124 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,260,221 | 22,332 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,301,912 | 22,314 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,878,885 | 22,141 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,811,232 | 21,707 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,858,105 | 24,699 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $1,641,453 | 24,033 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,350,850 | 23,131 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,285,171 | 19,781 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,161,681 | 19,580 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||