Position in CVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$98,794
-$5,329,571 QoQ
Shares Held
955
-98.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,780
of 2,051 holders
Holding Since
Sep 2022
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, 2026Buck Wealth Strategies, LLC holds $507,755 across 4 Healthcare Plans names. CVS ranks #2 (19.5% of the industry book) .
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,794 | 955 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $5,428,365 | 77,748 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,084,649 | 73,552 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $4,486,614 | 60,377 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $6,826,293 | 71,577 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||