RMR Wealth Builders

Position in CVS — CVS HEALTH Corp

CIK 1803848 Montclair, NJ

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,424,299

+$437,493 QoQ

Shares Held

13,768

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#837

of 2,051 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

RMR Wealth Builders holds $2,404,240 across 2 Healthcare Plans names. CVS ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp This page	13,768	$1,424,299
2	HUM	Humana Inc	2,467	$979,941

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,424,299	13,768	+0.2%	Shares	Sole	2026-07-24
2026-03-31	$986,806	13,740	-0.1%	Shares	Sole	2026-04-22
2025-12-31	$1,091,596	13,755	+5.7%	Shares	Sole	2026-01-29
2025-09-30	$981,050	13,013	+1.7%	Shares	Sole	2025-11-05
2025-06-30	$882,668	12,796	-2.2%	Shares	Sole	2025-07-08
2025-03-31	$886,576	13,086	-5.3%	Shares	Sole	2025-04-16
2024-12-31	$620,469	13,822	-6.9%	Shares	Sole	2025-01-14
2024-09-30	$933,705	14,849	-1.1%	Shares	Sole	2024-10-21
2024-06-30	$886,431	15,009	-4.0%	Shares	Sole	2024-07-23
2024-03-31	$1,247,526	15,641	+15.9%	Shares	Sole	2024-04-15
2023-12-31	$1,065,723	13,497	+5.9%	Shares	Sole	2024-02-06
2023-09-30	$890,205	12,750	-1.5%	Shares	Sole	2023-10-23
2023-06-30	$895,233	12,950	+63.3%	Shares	Sole	2023-07-21
2023-03-31	$589,203	7,929	-0.1%	Shares	Sole	2023-04-11
2022-12-31	$739,835	7,939	-0.4%	Shares	Sole	2023-02-15
2022-09-30	$760,385	7,973	+4.0%	Shares	Sole	2022-11-08
2022-06-30	$710,331	7,666	+1268.9%	Shares	Sole	2022-08-02
2021-03-31	$42,128	560	+5.1%	Shares	Sole	2021-05-13
2020-12-31	$36,403	533	-60.7%	Shares	Sole	2021-02-26
2020-06-30	$88,034	1,355	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.