Smallwood Wealth Investment Management, LLC
Position in CVS — CVS HEALTH Corp
CIK 1921304
RED BANK, NJ
Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$115,553
+$35,331 QoQ
Shares Held
1,117
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,772
of 2,058 holders
Holding Since
Sep 2022
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 Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $768,262 across 4 Healthcare Plans names. CVS ranks #2 (15.0% of the industry book) .
All Filings in CVS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,553 | 1,117 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $80,222 | 1,117 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $88,645 | 1,117 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $84,210 | 1,117 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $77,050 | 1,117 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $75,676 | 1,117 | Shares | Sole | 2025-04-25 | |
| 2022-12-31 | $217,132 | 2,330 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $250,918 | 2,631 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||