Position in CVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$309,625
+$96,861 QoQ
Shares Held
2,993
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,476
of 2,054 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Quadcap Wealth Management, LLC holds $1,551,871 across 4 Healthcare Plans names. CVS ranks #2 (20.0% of the industry book) .
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,625 | 2,993 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $212,764 | 2,681 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $274,195 | 3,975 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $256,704 | 3,789 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $422,729 | 9,417 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $505,743 | 8,043 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $537,032 | 9,093 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $712,735 | 8,936 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $631,206 | 7,994 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||