Skip to main content

RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

CVS holding history

CVS Health Corp in every 13F filed by RMR Wealth Builders, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q2 2026)
13,768
Value
$1.42M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of CVS by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,768$1.42M0.1%+28+0.2%AddedHolders
Q1 202613,740$986.8K0.1%−15−0.1%ReducedHolders
Q4 202513,755$1.09M0.1%+742+5.7%AddedHolders
Q3 202513,013$981.0K0.1%+217+1.7%AddedHolders
Q2 202512,796$882.6K0.1%−290−2.2%ReducedHolders
Q1 202513,086$886.5K0.1%−736−5.3%ReducedHolders
Q4 202413,822$620.5K0.1%−1,027−6.9%ReducedHolders
Q3 202414,849$933.7K0.1%−160−1.1%ReducedHolders
Q2 202415,009$886.4K0.1%−632−4.0%ReducedHolders
Q1 202415,641$1.25M0.2%+2,144+15.9%AddedHolders
Q4 202313,497$1.07M0.1%+747+5.9%AddedHolders
Q3 202312,750$890.2K0.1%−200−1.5%ReducedHolders
Q2 202312,950$895.2K0.2%+5,021+63.3%AddedHolders
Q1 20237,929$589.2K0.1%−10−0.1%ReducedHolders
Q4 20227,939$739.8K0.2%−34−0.4%ReducedHolders
Q3 20227,973$760.0K0.2%+307+4.0%AddedHolders
Q2 20227,666$710.0K0.2%+7,666NewHolders
Q2 20210$00.0%−560−100.0%Sold outHolders
Q1 2021560$42.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.