Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$375,626
+$87,485 QoQ
Shares Held
3,631
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,381
of 2,054 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $5,232,262 across 2 Healthcare Plans names. CVS ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
11,685 | $4,856,636 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,631 | $375,626 |
All Filings in CVS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,626 | 3,631 | Shares | Other | 2026-07-16 | |
| 2026-03-31 | $288,141 | 4,012 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $344,580 | 4,342 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $327,116 | 4,339 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $299,097 | 4,336 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $256,366 | 3,784 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $303,270 | 4,823 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $283,960 | 4,808 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $409,727 | 5,137 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $406,249 | 5,145 | Shares | Sole | 2025-02-11 | |
| 2023-09-30 | $362,714 | 5,195 | Shares | Sole | 2025-02-11 | |
| 2023-06-30 | $339,635 | 4,913 | Shares | Sole | 2025-02-11 | |
| 2023-03-31 | $333,354 | 4,486 | Shares | Sole | 2025-02-11 | |
| 2022-12-31 | $425,598 | 4,567 | Shares | Sole | 2025-02-11 | |
| 2022-09-30 | $435,077 | 4,562 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $422,251 | 4,557 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $459,290 | 4,538 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $537,154 | 5,207 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $438,386 | 5,166 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $428,047 | 5,130 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $414,818 | 5,514 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $631,843 | 9,251 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||