Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,809,754
+$373,354 QoQ
Shares Held
17,494
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#777
of 2,054 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, 2026Ark Wealth Advisors LLC holds $2,178,002 across 2 Healthcare Plans names. CVS ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
17,494 | $1,809,754 | |
| 2 | UNH |
Unitedhealth Group Inc
|
886 | $368,248 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,809,754 | 17,494 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,436,400 | 20,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,366,023 | 17,213 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||