Position in CVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$483,111
+$147,712 QoQ
Shares Held
4,670
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,254
of 2,054 holders
Holding Since
Dec 2023
9 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, 2026Sterling Wealth Management, Inc. holds $483,111 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
4,670 | $483,111 |
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,111 | 4,670 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $335,399 | 4,670 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $370,531 | 4,669 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $329,303 | 4,368 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $301,442 | 4,370 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $273,905 | 4,356 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $257,265 | 4,356 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $367,693 | 4,610 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $364,005 | 4,610 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||