Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,793
+$22,621 QoQ
Shares Held
230
+1252.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,915
of 2,051 holders
Holding Since
Jun 2025
2 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $33,265 across 3 Healthcare Plans names. CVS ranks #1 (71.5% of the industry book) .
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,793 | 230 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $1,172 | 17 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||