Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$278,073
+$67,135 QoQ
Shares Held
2,688
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,526
of 2,054 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, 2026Long Island Wealth Management, Inc. holds $278,073 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
|
2,688 | $278,073 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,073 | 2,688 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $210,938 | 2,658 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $205,663 | 2,728 | Shares | Sole | 2025-11-06 | |
| 2024-03-31 | $200,915 | 2,519 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $198,821 | 2,518 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||