Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$227,693
-$20,431 QoQ
Shares Held
2,201
-44.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,640
of 2,051 holders
Holding Since
Dec 2021
13 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, 2026WealthCare Investment Partners, LLC holds $227,693 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
|
2,201 | $227,693 |
All Filings in CVS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,693 | 2,201 | Shares | Sole | 2026-08-10 | |
| 2024-09-30 | $248,124 | 3,946 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $330,381 | 5,594 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $477,523 | 5,987 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $499,027 | 6,320 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $479,384 | 6,866 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $526,217 | 7,612 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $523,439 | 7,044 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $729,398 | 7,827 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $435,364 | 4,565 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $361,281 | 3,899 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $392,593 | 3,879 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $400,982 | 3,887 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||