Position in CVS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,402
-$883 QoQ
Shares Held
117
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Bernard Wealth Management Corp. holds $8,402 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
117 | $8,402 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,402 | 117 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,285 | 117 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $8,820 | 117 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,070 | 117 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,027 | 148 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $22,310 | 497 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||