Position in CVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,420,678
+$466,334 QoQ
Shares Held
13,733
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#841
of 2,054 holders
Holding Since
Mar 2020
15 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, 2026Roundview Capital LLC holds $6,831,764 across 2 Healthcare Plans names. CVS ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
13,019 | $5,411,086 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
13,733 | $1,420,678 |
All Filings in CVS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,420,678 | 13,733 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $954,344 | 13,288 | Shares | Sole | 2026-05-08 | |
| 2023-03-31 | $217,653 | 2,929 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $312,932 | 3,358 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $337,800 | 3,542 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,914,448 | 20,661 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,089,176 | 20,642 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,941,194 | 28,511 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,482,664 | 29,256 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,361,769 | 28,305 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,770,914 | 23,540 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,207,544 | 17,680 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,039,228 | 17,795 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,148,019 | 17,670 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,011,517 | 17,049 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||