Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,069
+$2,468 QoQ
Shares Held
78
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,969
of 2,051 holders
Holding Since
Dec 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, 2026Benson Wealth Management INC holds $11,162 across 2 Healthcare Plans names. CVS ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
78 | $8,069 | |
| 2 | ELV |
Elevance Health, Inc.
|
8 | $3,093 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,069 | 78 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,601 | 78 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,190 | 78 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||