Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$753,529
+$337,764 QoQ
Shares Held
7,284
+25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,081
of 2,054 holders
Holding Since
Sep 2023
8 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, 2026Aprio Wealth Management, LLC holds $3,068,178 across 4 Healthcare Plans names. CVS ranks #2 (24.6% of the industry book) .
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,529 | 7,284 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $415,765 | 5,789 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $414,576 | 5,224 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $376,723 | 4,997 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $297,855 | 4,318 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $288,651 | 3,619 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $311,418 | 3,944 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $264,198 | 3,784 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||