Position in CVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$259,762
-$2,381 QoQ
Shares Held
2,511
-31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,558
of 2,054 holders
Holding Since
Dec 2025
3 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, 2026Caliber Wealth Management, LLC / KS holds $4,140,914 across 2 Healthcare Plans names. CVS ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
9,338 | $3,881,152 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,511 | $259,762 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,762 | 2,511 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $262,143 | 3,650 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $216,732 | 2,731 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||