Position in CVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$313,660
+$84,707 QoQ
Shares Held
3,032
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,468
of 2,051 holders
Holding Since
Sep 2025
3 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, 2026LeClair Wealth Partners LLC holds $755,890 across 2 Healthcare Plans names. CVS ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,064 | $442,230 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,032 | $313,660 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,660 | 3,032 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $228,953 | 2,885 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $216,369 | 2,870 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||