Position in CVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$242,486
+$20,007 QoQ
Shares Held
2,344
-37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,610
of 2,058 holders
Holding Since
Mar 2023
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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $3,354,244 across 6 Healthcare Plans names. CVS ranks #6 (7.2% of the industry book) .
All Filings in CVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,486 | 2,344 | Shares | Sole | 2026-07-22 | |
| 2024-06-30 | $222,479 | 3,767 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $324,543 | 4,069 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $325,315 | 4,120 | Shares | Sole | 2024-01-22 | |
| 2023-03-31 | $271,082 | 3,648 | Shares | Sole | 2023-04-13 | |
| No filing history on record for this holder in this stock. | ||||||