Position in CVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$816,220
+$305,796 QoQ
Shares Held
7,890
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,052
of 2,054 holders
Holding Since
Dec 2023
8 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, 2026Quotient Wealth Partners, LLC holds $2,577,153 across 3 Healthcare Plans names. CVS ranks #2 (31.7% of the industry book) .
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,220 | 7,890 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $510,424 | 7,107 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $587,025 | 7,397 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $578,467 | 7,673 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $539,630 | 7,823 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $526,011 | 7,764 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $604,979 | 7,585 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $691,610 | 8,759 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||