Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$379,764
+$124,013 QoQ
Shares Held
3,671
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,376
of 2,051 holders
Holding Since
Jun 2024
4 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, 2026Triad Wealth Partners, LLC holds $2,621,474 across 3 Healthcare Plans names. CVS ranks #2 (14.5% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,764 | 3,671 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $255,751 | 3,561 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $246,174 | 3,102 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $17,718 | 300 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||