Position in CVS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$632,949
-$15,184 QoQ
Shares Held
8,813
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 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 Mar 31, 2026Leo Wealth, LLC holds $1,013,127 across 2 Healthcare Plans names. CVS ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
8,813 | $632,949 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,405 | $380,178 |
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $632,949 | 8,813 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $648,133 | 8,167 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $537,561 | 7,793 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $217,581 | 4,847 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $380,298 | 6,048 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $360,088 | 6,097 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $561,909 | 7,045 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $588,962 | 7,459 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||