Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$752,598
-$1,320,270 QoQ
Shares Held
7,275
-74.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,084
of 2,058 holders
Holding Since
Dec 2020
4 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, 2026Urban Wealth Management, LLC holds $752,598 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
|
7,275 | $752,598 |
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,598 | 7,275 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,072,868 | 28,862 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,813,391 | 35,451 | Shares | Sole | 2026-01-30 | |
| 2020-12-31 | $944,452 | 13,828 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||