Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$530,491
+$162,270 QoQ
Shares Held
5,128
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,212
of 2,051 holders
Holding Since
Dec 2024
7 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, 2026VISION FINANCIAL MARKETS LLC holds $573,364 across 3 Healthcare Plans names. CVS ranks #1 (92.5% of the industry book) .
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,491 | 5,128 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $368,221 | 5,127 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $410,767 | 5,176 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $390,143 | 5,175 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $384,494 | 5,574 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $377,503 | 5,572 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $257,937 | 5,746 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||