Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$681,114
+$238,775 QoQ
Shares Held
6,584
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,124
of 2,054 holders
Holding Since
Dec 2022
9 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, 2026Cyndeo Wealth Partners, LLC holds $2,384,159 across 3 Healthcare Plans names. CVS ranks #2 (28.6% of the industry book) .
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,114 | 6,584 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $442,339 | 6,159 | Shares | Sole | 2026-04-13 | |
| 2024-06-30 | $205,292 | 3,476 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $317,046 | 3,975 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $304,548 | 3,857 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $267,131 | 3,826 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $273,270 | 3,953 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $306,305 | 4,122 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $475,269 | 5,100 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||