BCS Wealth Management

Position in CVS — CVS HEALTH Corp

CIK 1798172 JOHNSON CITY, TN

Position in CVS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$351,523

+$78,320 QoQ

Shares Held

3,398

-10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,411

of 2,054 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BCS Wealth Management holds $909,298 across 2 Healthcare Plans names. CVS ranks #2 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	1,342	$557,775
2	CVS	CVS HEALTH Corp This page	3,398	$351,523

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,523	3,398	-10.7%	Shares	Sole	2026-07-16
2026-03-31	$273,203	3,804	-50.0%	Shares	Sole	2026-04-17
2025-12-31	$603,770	7,608	+118.7%	Shares	Sole	2026-01-26
2025-09-30	$262,206	3,478	-6.8%	Shares	Sole	2025-10-22
2025-06-30	$257,295	3,730	-6.2%	Shares	Sole	2025-07-15
2025-03-31	$269,509	3,978	-0.3%	Shares	Sole	2025-04-14
2024-03-31	$318,322	3,991	0.0%	Shares	Sole	2024-04-10
2023-12-31	$315,129	3,991	-6.0%	Shares	Sole	2024-01-11
2023-09-30	$296,316	4,244	+19.0%	Shares	Sole	2023-10-12
2022-12-31	$332,315	3,566	0.0%	Shares	Sole	2023-01-10
2022-09-30	$340,089	3,566	-7.6%	Shares	Sole	2022-10-07
2022-06-30	$357,482	3,858	+43.9%	Shares	Sole	2022-07-29
2022-03-31	$271,344	2,681	-20.9%	Shares	Sole	2022-04-28
2021-12-31	$349,815	3,391	+26.5%	Shares	Sole	2022-01-18
2021-09-30	$227,509	2,681	+1.1%	Shares	Sole	2021-10-25
2021-06-30	$221,282	2,652	0.0%	Shares	Sole	2021-07-21
2021-03-31	$199,509	2,652	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.