Position in CVS
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$400,252
-$172,695 QoQ
Shares Held
5,573
-32.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
7 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, 2026Impact Partnership Wealth, LLC holds $417,708 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,005 | $417,708 |
All Filings in CVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,252 | 5,573 | Shares | Sole | 2026-04-23 | |
| 2025-06-30 | $572,947 | 8,306 | Shares | Sole | 2025-08-04 | |
| 2024-06-30 | $757,739 | 12,830 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,190 | 40 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $842,424 | 10,669 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $57,810 | 828 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $48,596 | 703 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||