Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$340,143
+$109,960 QoQ
Shares Held
3,288
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,435
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, 2026EAGLE WEALTH STRATEGIES LLC holds $702,572 across 2 Healthcare Plans names. CVS ranks #2 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
872 | $362,429 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,288 | $340,143 |
All Filings in CVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,143 | 3,288 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $230,183 | 3,205 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $254,269 | 3,204 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $271,253 | 3,598 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $246,465 | 3,573 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $240,919 | 3,556 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $542,968 | 8,635 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $501,832 | 8,497 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $648,209 | 8,127 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $594,647 | 7,531 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||