Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$208,762
-$3,367 QoQ
Shares Held
2,018
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,691
of 2,054 holders
Holding Since
Sep 2022
10 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, 2026Balboa Wealth Partners holds $900,523 across 3 Healthcare Plans names. CVS ranks #3 (23.2% of the industry book) .
All Filings in CVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,762 | 2,018 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $212,129 | 2,673 | Shares | Sole | 2026-01-16 | |
| 2024-06-30 | $222,360 | 3,765 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $221,892 | 2,782 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $245,328 | 3,107 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $209,599 | 3,002 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $260,205 | 3,764 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $280,520 | 3,775 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $287,397 | 3,084 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $322,350 | 3,380 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||