Position in CVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$221,176
+$6,318 QoQ
Shares Held
2,138
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,666
of 2,054 holders
Holding Since
Mar 2021
3 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, 2026Plancorp, LLC holds $5,736,607 across 5 Healthcare Plans names. CVS ranks #5 (3.9% of the industry book) .
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,176 | 2,138 | Shares | Sole | 2026-07-14 | |
| 2021-06-30 | $214,858 | 2,575 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $203,497 | 2,705 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||