Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$36,104
+$22,818 QoQ
Shares Held
349
+88.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,886
of 2,051 holders
Holding Since
Dec 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, 2026Rialto Wealth Management, LLC holds $300,176 across 8 Healthcare Plans names. CVS ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
461 | $191,605 | |
| 2 | ELV |
Elevance Health, Inc.
|
95 | $36,739 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
349 | $36,104 | |
| 4 | CI |
Cigna Group
|
53 | $14,611 | |
| 5 | HUM |
Humana Inc
|
23 | $9,136 | |
| 6 | CNC |
Centene Corp
|
119 | $7,638 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
17 | $3,887 | |
| 8 | OSCR |
Oscar Health, Inc.
|
16 | $456 |
All Filings in CVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,104 | 349 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,286 | 185 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,967 | 176 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $12,967 | 172 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $11,864 | 172 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,178 | 165 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,361 | 164 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||