Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,165,157
+$323,212 QoQ
Shares Held
11,263
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#913
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, 2026Alliance Private Wealth, LLC holds $1,165,157 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
|
11,263 | $1,165,157 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,157 | 11,263 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $841,945 | 11,723 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $910,814 | 11,477 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||