Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$950,912
+$208,222 QoQ
Shares Held
9,192
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#992
of 2,059 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, 2026Morey & Quinn Wealth Partners, LLC holds $1,669,120 across 2 Healthcare Plans names. CVS ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
9,192 | $950,912 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,728 | $718,208 |
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $950,912 | 9,192 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $742,690 | 10,341 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $820,582 | 10,340 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $796,193 | 10,561 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $759,883 | 11,016 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,169,771 | 17,266 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $787,325 | 17,539 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||