Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$349,557
+$232,204 QoQ
Shares Held
3,379
+106.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,417
of 2,054 holders
Holding Since
Mar 2021
19 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, 2026Opal Wealth Advisors, LLC holds $2,360,620 across 3 Healthcare Plans names. CVS ranks #2 (14.8% of the industry book) .
All Filings in CVS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,557 | 3,379 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $117,353 | 1,634 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $95,330 | 1,382 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $115,039 | 1,698 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $279,312 | 4,442 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $307,761 | 5,211 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $425,280 | 5,332 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $419,909 | 5,318 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $407,469 | 5,836 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $350,627 | 5,072 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $418,588 | 5,633 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $506,767 | 5,438 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $503,267 | 5,277 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $499,993 | 5,396 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $540,866 | 5,344 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $585,948 | 5,680 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $306,429 | 3,611 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $461,840 | 5,535 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $285,196 | 3,791 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||