Position in CVS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,241
+$2,214 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,978
of 2,051 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, 2026Nvest Wealth Strategies, Inc. holds $8,487 across 2 Healthcare Plans names. CVS ranks #1 (85.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
70 | $7,241 | |
| 2 | UNH |
Unitedhealth Group Inc
|
3 | $1,246 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,241 | 70 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,027 | 70 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,555 | 70 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||