Position in CVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$705,011
+$215,558 QoQ
Shares Held
6,815
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,114
of 2,054 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $2,737,857 across 2 Healthcare Plans names. CVS ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,891 | $2,032,846 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
6,815 | $705,011 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,011 | 6,815 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $489,453 | 6,815 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $279,347 | 3,520 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $401,074 | 5,320 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $366,973 | 5,320 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $373,980 | 5,520 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $344,306 | 7,670 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $599,686 | 9,537 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,865,599 | 82,384 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,472,886 | 131,305 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,461,805 | 132,495 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,152,177 | 145,405 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,300,231 | 148,998 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,066,542 | 148,924 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,088,836 | 151,184 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,535,913 | 152,416 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $14,192,824 | 153,171 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $15,409,526 | 152,253 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $15,523,413 | 150,479 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,783,480 | 150,642 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,267,710 | 159,009 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,024,236 | 159,833 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $11,055,857 | 161,872 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,068,001 | 155,274 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $10,074,248 | 155,060 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,985,113 | 151,443 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||