Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,295,296
+$930,336 QoQ
Shares Held
31,854
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.46%
of 13F equity value
Holder Rank
#627
of 2,051 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Inlight Wealth Management, LLC holds $3,515,995 across 2 Healthcare Plans names. CVS ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
31,854 | $3,295,296 | |
| 2 | UNH |
Unitedhealth Group Inc
|
531 | $220,699 |
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,295,296 | 31,854 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,364,960 | 32,929 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,727,206 | 34,365 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,787,319 | 36,972 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,578,955 | 37,387 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,686,694 | 39,656 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,165,358 | 48,237 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||