Position in CVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$802,047
+$247,166 QoQ
Shares Held
7,753
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.37%
of 13F equity value
Holder Rank
#1,060
of 2,051 holders
Holding Since
Dec 2023
11 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, 2026BCU Wealth Advisors, LLC holds $802,047 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
|
7,753 | $802,047 |
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,047 | 7,753 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $554,881 | 7,726 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $610,754 | 7,696 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $735,127 | 9,751 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $668,692 | 9,694 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $687,323 | 10,145 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $475,070 | 10,583 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $661,686 | 10,523 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $618,181 | 10,467 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $829,982 | 10,406 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $597,885 | 7,572 | Shares | Defined | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||