Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$330,728
+$78,928 QoQ
Shares Held
3,197
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,443
of 2,054 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026ENDEAVOR PRIVATE WEALTH, INC. holds $330,728 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
|
3,197 | $330,728 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,728 | 3,197 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $251,800 | 3,506 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||