Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$363,626
+$149,675 QoQ
Shares Held
3,515
+18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,392
of 2,054 holders
Holding Since
Mar 2020
22 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, 2026Avantax Planning Partners, Inc. holds $2,509,523 across 2 Healthcare Plans names. CVS ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,163 | $2,145,897 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,515 | $363,626 |
All Filings in CVS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,626 | 3,515 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $213,951 | 2,979 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $213,081 | 2,685 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $200,235 | 2,656 | Shares | Sole | 2025-10-31 | |
| 2024-06-30 | $257,855 | 4,366 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $386,915 | 4,851 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $500,132 | 6,334 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $571,965 | 8,192 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,014,551 | 14,676 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $941,804 | 12,674 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,213,613 | 13,023 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,255,736 | 13,167 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,251,280 | 13,504 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,383,135 | 13,666 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,443,930 | 13,997 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,227,160 | 14,461 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,382,545 | 28,554 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,547,255 | 20,567 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,652,723 | 24,198 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,620,600 | 27,750 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,771,601 | 27,268 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,499,150 | 25,268 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||