Position in CVS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$326,074
-$64,750 QoQ
Shares Held
3,152
-35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,449
of 2,051 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Baron Wealth Management LLC holds $1,139,461 across 2 Healthcare Plans names. CVS ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,957 | $813,387 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,152 | $326,074 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,074 | 3,152 | Shares | Sole | 2026-07-07 | |
| 2024-03-31 | $390,824 | 4,900 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $361,478 | 4,578 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $221,189 | 3,168 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $207,113 | 2,996 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $231,297 | 2,482 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||