Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,134,690
+$762,928 QoQ
Shares Held
20,635
+8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#734
of 2,054 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $12,548,975 across 6 Healthcare Plans names. CVS ranks #3 (17.0% of the industry book) .
All Filings in CVS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,134,690 | 20,635 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,371,762 | 19,100 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,214,604 | 15,305 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,078,906 | 14,311 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $840,935 | 12,191 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $752,702 | 11,110 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $422,100 | 9,403 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $753,302 | 11,980 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $631,587 | 10,694 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,533,386 | 19,225 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,506,477 | 19,079 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,137,228 | 16,288 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $889,772 | 12,871 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $519,947 | 6,997 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $918,294 | 9,854 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,052,503 | 11,036 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $817,631 | 8,824 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $841,763 | 8,317 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $583,163 | 5,653 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||