Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$42,517
+$12,999 QoQ
Shares Held
411
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,876
of 2,054 holders
Holding Since
Sep 2024
8 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, 2026WealthCollab, LLC holds $95,650 across 4 Healthcare Plans names. CVS ranks #1 (44.5% of the industry book) .
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,517 | 411 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $29,518 | 411 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $32,616 | 411 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $30,985 | 411 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $25,936 | 376 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $25,474 | 376 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,569 | 280 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,383 | 22 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||