Position in CVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$844,048
+$250,600 QoQ
Shares Held
8,159
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,035
of 2,051 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $844,048 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
|
8,159 | $844,048 |
All Filings in CVS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,048 | 8,159 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $593,448 | 8,263 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $653,767 | 8,238 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $619,027 | 8,211 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $564,118 | 8,178 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $683,394 | 10,087 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $485,620 | 10,818 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $846,616 | 13,464 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $803,806 | 13,610 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $893,551 | 11,203 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $870,928 | 11,030 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $939,428 | 13,455 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $904,911 | 13,090 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $676,964 | 9,110 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $858,000 | 9,207 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $855,468 | 8,970 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $829,399 | 8,951 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $904,108 | 8,933 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $978,059 | 9,481 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||