Position in CVS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$287,073
-$27,139 QoQ
Shares Held
2,775
-36.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,508
of 2,051 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Meadowbrook Wealth Management, LLC holds $287,073 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
|
2,775 | $287,073 |
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,073 | 2,775 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $314,212 | 4,375 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $482,112 | 6,075 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $371,295 | 4,925 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||