Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$321,936
+$98,864 QoQ
Shares Held
3,112
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,455
of 2,054 holders
Holding Since
Dec 2021
14 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, 2026Great Point Wealth Advisors, LLC holds $321,936 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,112 | $321,936 |
All Filings in CVS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,936 | 3,112 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $223,072 | 3,106 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $246,492 | 3,106 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $234,161 | 3,106 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $210,431 | 3,106 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $222,343 | 3,536 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $208,836 | 3,536 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $282,031 | 3,536 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $279,202 | 3,536 | Shares | Sole | 2024-01-22 | |
| 2022-12-31 | $737,226 | 7,911 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $751,324 | 7,878 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $729,975 | 7,878 | Shares | Sole | 2022-08-25 | |
| 2022-03-31 | $797,332 | 7,878 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $220,349 | 2,136 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||