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Parcion Private Wealth LLC

Position in CVS — CVS HEALTH Corp

CIK 1801263 BELLEVUE, WA

Position in CVS

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$452,800
+$161,499 QoQ
Shares Held
4,377
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,283
of 2,051 holders
Holding Since
Sep 2025
4 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, 2026

Parcion Private Wealth LLC holds $11,835,017 across 6 Healthcare Plans names. CVS ranks #4 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 CVS
CVS HEALTH Corp
This page
4,377 $452,800

All Filings in CVS

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $452,800 4,377
2026-03-31 $291,301 4,056
2025-12-31 $323,630 4,078
2025-09-30 $301,710 4,002