Position in CVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$515,801
+$152,751 QoQ
Shares Held
4,986
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,226
of 2,054 holders
Holding Since
Jun 2025
5 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, 2026Bison Wealth, LLC holds $2,643,763 across 4 Healthcare Plans names. CVS ranks #2 (19.5% of the industry book) .
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,801 | 4,986 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $363,050 | 5,055 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $430,686 | 5,427 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $494,332 | 6,557 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $412,845 | 5,985 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||