Position in CVS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$270,545
-$473,217 QoQ
Shares Held
3,767
-59.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 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, 2026Destiny Wealth Partners, LLC holds $274,315 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
660 | $274,315 |
All Filings in CVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,545 | 3,767 | Shares | Sole | 2026-05-11 | |
| 2024-03-31 | $743,762 | 9,325 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $736,302 | 9,325 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $659,799 | 9,450 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $553,040 | 8,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $607,409 | 8,174 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $759,778 | 8,153 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $770,398 | 8,078 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $8,246 | 89 | Shares | Sole | 2022-07-15 | |
| 2021-03-31 | $2,708 | 36 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||