Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$211,555
+$3,367 QoQ
Shares Held
2,045
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,682
of 2,054 holders
Holding Since
Dec 2021
3 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, 2026Marion Wealth Management holds $211,555 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
|
2,045 | $211,555 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,555 | 2,045 | Shares | Sole | 2026-07-16 | |
| 2022-03-31 | $208,188 | 2,057 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $212,200 | 2,057 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||