Position in CVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,758
-$2,551 QoQ
Shares Held
17
-71.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,024
of 2,051 holders
Holding Since
Dec 2020
15 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, 2026ALBION FINANCIAL GROUP /UT holds $63,807 across 4 Healthcare Plans names. CVS ranks #4 (2.8% of the industry book) .
All Filings in CVS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,758 | 17 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,309 | 60 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,349 | 17 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,281 | 17 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,172 | 17 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,151 | 17 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $763 | 17 | Shares | Sole | 2025-01-17 | |
| 2023-12-31 | $1,895 | 24 | Shares | Sole | 2024-01-26 | |
| 2022-12-31 | $931 | 10 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $1,204 | 13 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $8,704 | 86 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $35,177 | 341 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $40,902 | 482 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $40,218 | 482 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $35,174 | 515 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||