Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$212,796
-$27,345 QoQ
Shares Held
2,057
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,679
of 2,054 holders
Holding Since
Sep 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, 2026Summit Financial Strategies, Inc. holds $797,171 across 2 Healthcare Plans names. CVS ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,406 | $584,375 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,057 | $212,796 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,796 | 2,057 | Shares | Sole | 2026-07-24 | |
| 2022-09-30 | $240,141 | 2,518 | Shares | Sole | 2022-10-21 | |
| 2021-09-30 | $211,895 | 2,497 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||