Position in CVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$967,464
+$299,538 QoQ
Shares Held
9,352
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#980
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, 2026Cove Private Wealth, LLC holds $1,392,011 across 2 Healthcare Plans names. CVS ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
9,352 | $967,464 | |
| 2 | CI |
Cigna Group
|
1,540 | $424,547 |
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,464 | 9,352 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $667,926 | 9,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $722,493 | 9,104 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $686,350 | 9,104 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $627,993 | 9,104 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $616,796 | 9,104 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $408,678 | 9,104 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $572,459 | 9,104 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $537,682 | 9,104 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $726,135 | 9,104 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $718,851 | 9,104 | Shares | Sole | 2024-03-12 | |
| No filing history on record for this holder in this stock. | ||||||