Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$133,553
+$43,492 QoQ
Shares Held
1,291
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,758
of 2,054 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JPL Wealth Management, LLC holds $16,542,750 across 8 Healthcare Plans names. CVS ranks #2 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
39,056 | $16,232,844 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
1,291 | $133,553 | |
| 3 | CI |
Cigna Group
|
305 | $84,082 | |
| 4 | ELV |
Elevance Health, Inc.
|
98 | $37,899 | |
| 5 | HUM |
Humana Inc
|
66 | $26,215 | |
| 6 | CNC |
Centene Corp
|
305 | $19,577 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
37 | $8,461 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
5 | $119 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,553 | 1,291 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $90,061 | 1,254 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $91,522 | 1,214 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||