Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$230,796
-$31,647 QoQ
Shares Held
2,231
-32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,634
of 2,054 holders
Holding Since
Dec 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, 2026MIDLAND WEALTH ADVISORS, LLC holds $660,557 across 2 Healthcare Plans names. CVS ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,034 | $429,761 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,231 | $230,796 |
All Filings in CVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,796 | 2,231 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $262,443 | 3,307 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $427,084 | 5,665 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $444,231 | 6,440 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $662,798 | 9,783 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $552,820 | 12,315 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $885,853 | 14,088 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $880,525 | 14,909 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,298,094 | 16,275 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,314,920 | 16,653 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||