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, 2026Parcion Private Wealth LLC holds $11,835,017 across 6 Healthcare Plans names. CVS ranks #4 (3.8% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,800 | 4,377 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $291,301 | 4,056 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $323,630 | 4,078 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $301,710 | 4,002 | Shares | Other | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||