Position in CVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$597,113
+$140,913 QoQ
Shares Held
5,772
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,177
of 2,058 holders
Holding Since
Jun 2025
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, 2026BCS Private Wealth Management, Inc. holds $10,691,898 across 3 Healthcare Plans names. CVS ranks #2 (5.6% of the industry book) .
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,113 | 5,772 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $456,200 | 6,352 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $486,238 | 6,127 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $454,375 | 6,027 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $393,323 | 5,702 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||