Center For Asset Management LLC
Position in CVS — CVS HEALTH Corp
CIK 1844878
PALM BEACH GARDENS, FL
Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$341,281
+$99,464 QoQ
Shares Held
3,299
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,428
of 2,051 holders
Holding Since
Dec 2021
12 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, 2026Center For Asset Management LLC holds $341,281 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,299 | $341,281 |
All Filings in CVS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,281 | 3,299 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $241,817 | 3,367 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $266,014 | 3,352 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $271,931 | 3,607 | Shares | Sole | 2025-11-19 | |
| 2025-03-31 | $218,697 | 3,228 | Shares | Sole | 2025-04-22 | |
| 2023-06-30 | $557,879 | 8,070 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $250,573 | 3,372 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $306,595 | 3,290 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $218,492 | 2,291 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $225,627 | 2,435 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $574,974 | 5,681 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $496,302 | 4,811 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||