Position in CVS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$8,187
-$701 QoQ
Shares Held
114
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Legacy Wealth Managment, LLC/ID holds $226,102 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
544 | $226,102 |
All Filings in CVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,187 | 114 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,888 | 112 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,110 | 28 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,931 | 28 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $20,460 | 302 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $13,556 | 302 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $31,440 | 500 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||