Position in CVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$240,831
-$19,490 QoQ
Shares Held
2,328
-32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,611
of 2,054 holders
Holding Since
Dec 2021
7 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, 2026Liberty Capital Management, Inc. holds $5,368,042 across 2 Healthcare Plans names. CVS ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
12,336 | $5,127,211 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,328 | $240,831 |
All Filings in CVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,831 | 2,328 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $260,321 | 3,453 | Shares | Sole | 2025-11-06 | |
| 2022-12-31 | $206,881 | 2,220 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $211,721 | 2,220 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $205,705 | 2,220 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $224,686 | 2,220 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $229,015 | 2,220 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||