Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$552,629
+$217,876 QoQ
Shares Held
5,342
+14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,202
of 2,054 holders
Holding Since
Sep 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $788,577 across 2 Healthcare Plans names. CVS ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
5,342 | $552,629 | |
| 2 | HUM |
Humana Inc
|
594 | $235,948 |
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,629 | 5,342 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $334,753 | 4,661 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $316,725 | 3,991 | Shares | Other | 2026-02-10 | |
| 2024-09-30 | $203,542 | 3,237 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||