Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$741,219
+$235,679 QoQ
Shares Held
7,165
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,089
of 2,051 holders
Holding Since
Dec 2024
7 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, 2026Prasad Wealth Partners, LLC holds $1,693,427 across 2 Healthcare Plans names. CVS ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,291 | $952,208 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
7,165 | $741,219 |
All Filings in CVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,219 | 7,165 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $505,540 | 7,039 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $555,440 | 6,999 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $524,940 | 6,963 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $480,583 | 6,967 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $464,900 | 6,862 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $305,880 | 6,814 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||