Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,814,150
+$891,170 QoQ
Shares Held
27,203
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#674
of 2,054 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, 2026Wealth Intelligence, LLC holds $4,017,814 across 2 Healthcare Plans names. CVS ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
27,203 | $2,814,150 | |
| 2 | UNH |
Unitedhealth Group Inc
|
2,896 | $1,203,664 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,814,150 | 27,203 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,922,980 | 26,775 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,062,090 | 25,984 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||