Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$148,968
+$45,548 QoQ
Shares Held
1,440
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,737
of 2,051 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Ameliora Wealth Management Ltd. holds $1,811,488 across 2 Healthcare Plans names. CVS ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,000 | $1,662,520 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
1,440 | $148,968 |
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,968 | 1,440 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $103,420 | 1,440 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $114,278 | 1,440 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $108,561 | 1,440 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||