Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$204,003
+$127,960 QoQ
Shares Held
1,972
+79.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,707
of 2,054 holders
Holding Since
Sep 2022
5 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, 2026WealthPlan Investment Management, LLC holds $8,774,264 across 3 Healthcare Plans names. CVS ranks #3 (2.3% of the industry book) .
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,003 | 1,972 | Shares | Other | 2026-07-28 | |
| 2023-06-30 | $76,043 | 1,100 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $81,741 | 1,100 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $256,179 | 2,749 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $202,565 | 2,124 | Shares | Sole | 2022-12-12 | |
| No filing history on record for this holder in this stock. | ||||||