Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,742,666
+$945,874 QoQ
Shares Held
26,512
+6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#679
of 2,054 holders
Holding Since
Mar 2021
22 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, 2026Aaron Wealth Advisors LLC holds $10,660,274 across 6 Healthcare Plans names. CVS ranks #2 (25.7% of the industry book) .
All Filings in CVS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,742,666 | 26,512 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,796,792 | 25,018 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,884,418 | 36,346 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,582,786 | 34,259 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $851,765 | 12,348 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $738,475 | 10,900 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $396,019 | 8,822 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $805,870 | 12,816 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $612,215 | 10,366 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $829,184 | 10,396 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $778,466 | 9,859 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $703,785 | 10,080 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,202,274 | 31,857 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $693,832 | 9,337 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,005,240 | 10,787 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $347,909 | 3,648 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $332,000 | 3,583 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,135,000 | 317,293 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $322,375 | 3,125 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $227,594 | 2,682 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $201,006 | 2,409 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $301,521 | 4,008 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||