Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$922,463
+$63,424 QoQ
Shares Held
8,917
-25.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#1,007
of 2,054 holders
Holding Since
Jun 2023
10 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, 2026BROWN WEALTH MANAGEMENT, LLC holds $1,159,787 across 2 Healthcare Plans names. CVS ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
8,917 | $922,463 | |
| 2 | UNH |
Unitedhealth Group Inc
|
571 | $237,324 |
All Filings in CVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $922,463 | 8,917 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $859,039 | 11,961 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $976,604 | 12,306 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $273,590 | 3,629 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $255,157 | 3,699 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $244,103 | 3,603 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $240,396 | 3,014 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $237,195 | 3,004 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $209,739 | 3,004 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $212,920 | 3,080 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||