Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$227,176
+$15,180 QoQ
Shares Held
2,196
-21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,649
of 2,059 holders
Holding Since
Jun 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, 2026Clarion Wealth Managment Partners, LLC holds $227,176 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
|
2,196 | $227,176 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,176 | 2,196 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $211,996 | 2,812 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $210,044 | 3,045 | Shares | Sole | 2025-08-21 | |
| No filing history on record for this holder in this stock. | ||||||