Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,448
+$8,029 QoQ
Shares Held
188
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,935
of 2,054 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $185,238 across 8 Healthcare Plans names. CVS ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
277 | $115,129 | |
| 2 | ELV |
Elevance Health, Inc.
|
53 | $20,496 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
188 | $19,448 | |
| 4 | CI |
Cigna Group
|
64 | $17,643 | |
| 5 | HUM |
Humana Inc
|
17 | $6,752 | |
| 6 | CNC |
Centene Corp
|
77 | $4,942 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
3 | $686 | |
| 8 | OSCR |
Oscar Health, Inc.
|
5 | $142 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,448 | 188 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,419 | 159 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $12,380 | 156 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $9,348 | 124 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $7,449 | 108 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $7,317 | 108 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $4,848 | 108 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $6,791 | 108 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $75,478 | 1,278 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $101,933 | 1,278 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $9,554 | 121 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $8,448 | 121 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $8,364 | 121 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $8,991 | 121 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $11,275 | 121 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $12,016 | 126 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $23,535 | 254 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $25,707 | 254 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $26,202 | 254 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $18,160 | 214 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $17,856 | 214 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $91,329 | 1,214 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $81,413 | 1,192 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $68,386 | 1,171 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $81,602 | 1,256 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $73,984 | 1,247 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||