Position in CVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,034,810
+$842,620 QoQ
Shares Held
10,003
+273.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#952
of 2,054 holders
Holding Since
Mar 2020
26 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, 2026Formidable Asset Management, LLC holds $2,300,403 across 2 Healthcare Plans names. CVS ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,045 | $1,265,593 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
10,003 | $1,034,810 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034,810 | 10,003 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $192,190 | 2,676 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $219,033 | 2,760 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $233,332 | 3,095 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $311,651 | 4,518 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $306,094 | 4,518 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $244,919 | 5,456 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $442,675 | 7,040 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $532,957 | 9,024 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $845,615 | 10,602 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $694,453 | 8,795 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $659,659 | 9,448 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $587,051 | 8,492 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $662,845 | 8,920 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $848,215 | 9,102 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $883,793 | 9,267 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $871,374 | 9,404 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $954,207 | 9,428 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $981,361 | 9,513 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $851,570 | 10,035 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $942,788 | 11,299 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,001,913 | 13,318 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $961,800 | 14,082 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,037,592 | 17,767 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $1,056,477 | 16,261 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,066,516 | 17,976 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||