Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$974,395
+$283,415 QoQ
Shares Held
9,419
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#976
of 2,054 holders
Holding Since
Dec 2023
11 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, 2026GC Wealth Management RIA, LLC holds $8,082,910 across 4 Healthcare Plans names. CVS ranks #2 (12.1% of the industry book) .
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,395 | 9,419 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $690,980 | 9,621 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $833,835 | 10,507 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,082,798 | 27,627 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $624,475 | 9,053 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $456,702 | 6,741 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $295,780 | 6,589 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $531,210 | 8,448 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $505,199 | 8,554 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,398,511 | 17,534 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,224,827 | 15,512 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||