Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$227,383
-$36,603 QoQ
Shares Held
2,198
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,646
of 2,054 holders
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026USAdvisors Wealth Management, LLC holds $305,983 across 2 Healthcare Plans names. CVS ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
2,198 | $227,383 | |
| 2 | CLOV |
Clover Health Investments, Corp. /De
|
15,000 | $78,600 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,383 | 2,198 | Shares | Sole | 2026-07-29 | |
| 2021-12-31 | $263,986 | 2,559 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $209,349 | 2,467 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||