Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$237,935
+$37,219 QoQ
Shares Held
2,300
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,615
of 2,051 holders
Holding Since
Dec 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, 2026SILVIA MCCOLL WEALTH MANAGEMENT, LLC holds $237,935 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
2,300 | $237,935 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,935 | 2,300 | Shares | Sole | 2026-07-13 | |
| 2023-12-31 | $200,716 | 2,542 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $202,481 | 2,929 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $217,653 | 2,929 | Shares | Sole | 2023-09-05 | |
| 2022-12-31 | $272,953 | 2,929 | Shares | Sole | 2023-09-05 | |
| No filing history on record for this holder in this stock. | ||||||