Position in CVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,129,053
+$355,624 QoQ
Shares Held
10,914
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#926
of 2,051 holders
Holding Since
Dec 2022
15 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, 2026Forza Wealth Management, LLC holds $1,129,053 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
10,914 | $1,129,053 |
All Filings in CVS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,053 | 10,914 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $773,429 | 10,769 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $826,296 | 10,412 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $722,613 | 9,585 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $620,061 | 8,989 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $577,501 | 8,524 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $372,991 | 8,309 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $642,507 | 10,218 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $529,945 | 8,973 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $739,614 | 9,273 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $747,988 | 9,473 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $752,170 | 10,773 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $730,911 | 10,573 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $732,547 | 9,858 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $918,667 | 9,858 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||