Position in CVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$357,005
+$110,878 QoQ
Shares Held
3,451
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,402
of 2,051 holders
Holding Since
Mar 2025
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 Jun 30, 2026AGH Wealth Advisors, LLC holds $931,405 across 2 Healthcare Plans names. CVS ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,382 | $574,400 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,451 | $357,005 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,005 | 3,451 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $246,127 | 3,427 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $256,253 | 3,229 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $277,209 | 3,677 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $252,052 | 3,654 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $230,350 | 3,400 | Shares | Other | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||