Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$206,486
New position
Shares Held
1,996
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,700
of 2,054 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LeConte Wealth Management, LLC holds $673,238 across 2 Healthcare Plans names. CVS ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,123 | $466,752 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
1,996 | $206,486 |
All Filings in CVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,486 | 1,996 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||