JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in CVS — CVS HEALTH Corp
CIK 1903880
MONTGOMERY, AL
Position in CVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$351,418
+$106,728 QoQ
Shares Held
3,397
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,412
of 2,054 holders
Holding Since
Sep 2025
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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $3,815,448 across 5 Healthcare Plans names. CVS ranks #4 (9.2% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,418 | 3,397 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $244,690 | 3,407 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $343,866 | 4,333 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $308,420 | 4,091 | Shares | Other | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||