Position in CVS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$14,507
-$1,523 QoQ
Shares Held
202
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $253,811 across 5 Healthcare Plans names. CVS ranks #3 (5.7% of the industry book) .
All Filings in CVS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,507 | 202 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,030 | 202 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,228 | 202 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $13,933 | 202 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,685 | 202 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $15,846 | 353 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $81,052 | 1,289 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $76,128 | 1,289 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $102,810 | 1,289 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $101,779 | 1,289 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $166,799 | 2,389 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $165,151 | 2,389 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||