Position in CVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,975,531
+$912,818 QoQ
Shares Held
48,096
-15.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#511
of 2,054 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $15,081,082 across 7 Healthcare Plans names. CVS ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
48,096 | $4,975,531 | |
| 2 | UNH |
Unitedhealth Group Inc
|
10,999 | $4,571,514 | |
| 3 | CNC |
Centene Corp
|
42,698 | $2,740,784 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
5,098 | $1,165,912 | |
| 5 | CI |
Cigna Group
|
2,887 | $795,888 | |
| 6 | ELV |
Elevance Health, Inc.
|
1,432 | $553,797 | |
| 7 | HUM |
Humana Inc
|
699 | $277,656 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,975,531 | 48,096 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,062,713 | 56,568 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,217,349 | 53,142 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||