Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,406,970
-$2,445,766 QoQ
Shares Held
42,600
-50.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
#539
of 2,054 holders
Holding Since
Dec 2025
2 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, 2026Platform Wealth Management, LLC holds $4,406,970 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
|
42,600 | $4,406,970 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,406,970 | 42,600 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $6,852,736 | 86,350 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||