FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in CVS — CVS HEALTH Corp
CIK 1342396
TOWSON, MD
Position in CVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,101,534
+$769,611 QoQ
Shares Held
29,981
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#650
of 2,054 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $3,897,465 across 2 Healthcare Plans names. CVS ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
29,981 | $3,101,534 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,915 | $795,931 |
All Filings in CVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,101,534 | 29,981 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $2,331,923 | 32,469 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $2,431,114 | 30,634 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,201,991 | 29,208 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,937,096 | 28,082 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,184,598 | 32,245 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $581,774 | 12,960 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $819,326 | 13,030 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $821,288 | 13,906 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,075,643 | 13,486 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||