Sigma Planning Corp

Position in CVS — CVS HEALTH Corp

CIK 1449126 ANN ARBOR, MI

Position in CVS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,610,509

+$531,199 QoQ

Shares Held

15,568

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#804

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Sigma Planning Corp holds $7,966,078 across 4 Healthcare Plans names. CVS ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	12,723	$5,288,060
2	CVS	CVS HEALTH Corp This page	15,568	$1,610,509
3	ELV	Elevance Health, Inc.	2,225	$860,474
4	CI	Cigna Group	751	$207,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,610,509	15,568	+3.6%	Shares	Sole	2026-08-07
2026-03-31	$1,079,310	15,028	+9.2%	Shares	Sole	2026-05-04
2025-12-31	$1,091,914	13,759	+6.7%	Shares	Sole	2026-01-30
2025-09-30	$972,229	12,896	+14.2%	Shares	Sole	2025-11-10
2025-06-30	$779,198	11,296	-29.8%	Shares	Sole	2025-08-05
2025-03-31	$1,089,555	16,082	-28.2%	Shares	Sole	2025-05-02
2024-12-31	$1,005,625	22,402	-9.6%	Shares	Sole	2025-02-03
2024-09-30	$1,558,543	24,786	-34.6%	Shares	Sole	2024-11-04
2024-06-30	$2,237,547	37,886	-22.6%	Shares	Sole	2024-08-06
2024-03-31	$3,906,325	48,976	+119.0%	Shares	Sole	2024-05-02
2023-12-31	$1,765,940	22,365	-61.4%	Shares	Sole	2024-02-01
2023-09-30	$4,047,954	57,977	+3.3%	Shares	Sole	2023-11-06
2023-06-30	$3,879,644	56,121	-11.5%	Shares	Sole	2023-08-02
2023-03-31	$4,709,767	63,380	+8.6%	Shares	Sole	2023-05-08
2022-12-31	$5,439,220	58,367	-1.4%	Shares	Sole	2023-01-24
2022-09-30	$5,643,233	59,172	-4.6%	Shares	Sole	2022-11-10
2022-06-30	$5,748,533	62,039	+5.8%	Shares	Sole	2022-08-11
2022-03-31	$5,932,120	58,612	+1.2%	Shares	Sole	2022-04-20
2021-12-31	$5,973,995	57,910	+4.4%	Shares	Sole	2022-02-02
2021-09-30	$4,705,062	55,445	-3.0%	Shares	Sole	2021-10-28
2021-06-30	$4,768,512	57,149	-10.7%	Shares	Sole	2021-08-13
2021-03-31	$4,811,861	63,962	+1.2%	Shares	Sole	2021-05-06
2020-12-31	$4,318,677	63,231	-2.8%	Shares	Sole	2021-02-09
2020-09-30	$3,798,160	65,037	+6.8%	Shares	Sole	2020-11-03
2020-06-30	$3,958,167	60,923	+1.8%	Shares	Sole	2020-07-31
2020-03-31	$3,549,120	59,820	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.