Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$186,003
+$57,877 QoQ
Shares Held
1,798
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,726
of 2,054 holders
Holding Since
Mar 2025
6 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, 2026PROATHLETE WEALTH MANAGEMENT LLC holds $670,627 across 2 Healthcare Plans names. CVS ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,166 | $484,624 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
1,798 | $186,003 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,003 | 1,798 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $128,126 | 1,784 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $140,308 | 1,768 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $132,158 | 1,753 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $119,680 | 1,735 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $116,462 | 1,719 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||