Position in CVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$745,046
+$227,871 QoQ
Shares Held
7,202
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,087
of 2,051 holders
Holding Since
Dec 2025
3 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,665,138 across 3 Healthcare Plans names. CVS ranks #1 (44.7% of the industry book) .
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,046 | 7,202 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $517,175 | 7,201 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $563,376 | 7,099 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||