Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,656,437
+$2,578,189 QoQ
Shares Held
74,011
+4.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#437
of 2,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $25,431,196 across 6 Healthcare Plans names. CVS ranks #1 (30.1% of the industry book) .
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,656,437 | 74,011 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,078,248 | 70,708 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,249,822 | 66,152 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,939,477 | 65,519 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,367,192 | 63,311 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,850,571 | 56,835 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,431,151 | 54,158 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,690,741 | 58,695 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,851,538 | 65,214 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,999,467 | 75,219 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,898,627 | 74,704 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,368,459 | 76,890 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,413,777 | 78,313 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,656,031 | 76,114 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,138,913 | 76,606 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $7,317,930 | 76,732 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,798,371 | 73,369 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,265,461 | 71,786 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $7,065,325 | 68,489 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,459,807 | 64,339 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,097,516 | 61,092 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,334,978 | 57,623 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,982,641 | 58,311 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,380,425 | 57,884 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,530,274 | 54,337 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,982,875 | 50,276 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||