Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$103,862
-$125,368 QoQ
Shares Held
1,004
-65.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,778
of 2,054 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Aberdeen Wealth Management LLC holds $911,064 across 3 Healthcare Plans names. CVS ranks #2 (11.4% of the industry book) .
All Filings in CVS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,862 | 1,004 | Shares | Sole | 2026-08-13 | |
| 2024-03-31 | $229,230 | 2,874 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $226,694 | 2,871 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $205,550 | 2,944 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $203,380 | 2,942 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $235,562 | 3,170 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $259,906 | 2,789 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $250,155 | 2,623 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $242,954 | 2,622 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $265,170 | 2,620 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $250,059 | 2,424 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $205,615 | 2,423 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||