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Wedmont Private Capital

Position in CVS — CVS HEALTH Corp

CIK 1904274 WEST CHESTER, PA

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, 2026

Wedmont Private Capital holds $12,548,975 across 6 Healthcare Plans names. CVS ranks #3 (17.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CVS
CVS HEALTH Corp
This page
20,635 $2,134,690

All Filings in CVS

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,134,690 20,635
2026-03-31 $1,371,762 19,100
2025-12-31 $1,214,604 15,305
2025-09-30 $1,078,906 14,311
2025-06-30 $840,935 12,191
2025-03-31 $752,702 11,110
2024-12-31 $422,100 9,403
2024-09-30 $753,302 11,980
2024-06-30 $631,587 10,694
2024-03-31 $1,533,386 19,225
2023-12-31 $1,506,477 19,079
2023-09-30 $1,137,228 16,288
2023-06-30 $889,772 12,871
2023-03-31 $519,947 6,997
2022-12-31 $918,294 9,854
2022-09-30 $1,052,503 11,036
2022-06-30 $817,631 8,824
2022-03-31 $841,763 8,317
2021-12-31 $583,163 5,653