PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Position in CVS — CVS HEALTH Corp
CIK 2026926
MINNEAPOLIS, MN
Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$250,038
-$112,587 QoQ
Shares Held
2,417
-49.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,595
of 2,058 holders
Holding Since
Dec 2024
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, 2026PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC holds $5,436,684 across 2 Healthcare Plans names. CVS ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
12,479 | $5,186,646 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,417 | $250,038 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,038 | 2,417 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $362,625 | 4,810 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $331,724 | 4,809 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $326,419 | 4,818 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $216,549 | 4,824 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||