Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$350,488
-$217,608 QoQ
Shares Held
3,388
-57.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,414
of 2,051 holders
Holding Since
Dec 2022
11 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, 2026Beverly Hills Private Wealth, LLC holds $14,454,476 across 3 Healthcare Plans names. CVS ranks #3 (2.4% of the industry book) .
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,488 | 3,388 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $568,096 | 7,910 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $608,453 | 7,667 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $567,987 | 7,534 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $418,362 | 6,065 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $314,630 | 4,644 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $231,223 | 2,899 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $209,948 | 3,007 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $389,893 | 5,640 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $227,983 | 3,068 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $248,910 | 2,671 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||