Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$292,556
+$83,058 QoQ
Shares Held
2,828
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,501
of 2,051 holders
Holding Since
Dec 2023
5 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, 2026Maia Wealth LLC holds $6,516,403 across 3 Healthcare Plans names. CVS ranks #3 (4.5% of the industry book) .
All Filings in CVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,556 | 2,828 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $209,498 | 2,917 | Shares | Sole | 2026-05-08 | |
| 2024-09-30 | $245,232 | 3,900 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $698,797 | 11,832 | Shares | Sole | 2024-07-16 | |
| 2023-12-31 | $550,272 | 6,969 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||