SEC 13F Intelligence

Buck Wealth Strategies, LLC / CVS

Buck Wealth Strategies, LLC’s Cvs Health Corp Position

Does Buck Wealth Strategies, LLC own Cvs Health Corp (CVS)? Not currently — the last reported position was 77.7K shares worth $5M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q3 2023
Shares
77.7K
% of Portfolio
+2.18%
Quarters Held
1
position exited

Position History CVS

Reported value by quarter
Q3 ’23: $5MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202377.7K$5M+2.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buck Wealth Strategies, LLC’s full portfolio or all institutional holders of CVS.