FINANCIAL CONSULATE, INC

Position in CVS — CVS HEALTH Corp

CIK 1624510 HUNT VALLEY, MD

Position in CVS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$64,759

+$23,894 QoQ

Shares Held

626

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,829

of 2,054 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Healthcare · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $693,213 across 7 Healthcare Plans names. CVS ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,135	$471,740
2	CI	Cigna Group	275	$75,812
3	ELV	Elevance Health, Inc.	174	$67,291
4	CVS	CVS HEALTH Corp This page	626	$64,759
5	CNC	Centene Corp	189	$12,131
6	HUM	Humana Inc	2	$794
7	MOH	Molina Healthcare, Inc.	3	$686

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,759	626	+10.0%	Shares	Sole	2026-07-23
2026-03-31	$40,865	569	+14.0%	Shares	Sole	2026-04-21
2025-12-31	$39,600	499	+99.6%	Shares	Sole	2026-01-22
2025-09-30	$18,847	250	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.