Position in CVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$539,491
+$169,978 QoQ
Shares Held
5,215
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,207
of 2,054 holders
Holding Since
Mar 2023
9 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, 2026Legacy Capital Wealth Partners, LLC holds $777,646 across 2 Healthcare Plans names. CVS ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
5,215 | $539,491 | |
| 2 | UNH |
Unitedhealth Group Inc
|
573 | $238,155 |
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,491 | 5,215 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $369,513 | 5,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $360,453 | 4,542 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $352,599 | 4,677 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $324,895 | 4,710 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $282,720 | 4,173 | Shares | Sole | 2025-05-02 | |
| 2023-12-31 | $709,218 | 8,982 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $700,783 | 10,037 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $665,743 | 8,959 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||