Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,894,995
+$1,190,901 QoQ
Shares Held
37,651
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
13.51%
of 13F equity value
Holder Rank
#574
of 2,051 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, 2026Neumann Capital Management, LLC holds $3,894,995 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
37,651 | $3,894,995 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,894,995 | 37,651 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,704,094 | 37,651 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,932,431 | 36,951 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,785,735 | 36,951 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,548,879 | 36,951 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,503,430 | 36,951 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,658,730 | 36,951 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,573,741 | 40,931 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,593,678 | 43,916 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,558,572 | 44,616 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,372,855 | 42,716 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,884,683 | 41,316 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,890,740 | 41,816 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,154,682 | 42,453 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,956,195 | 42,453 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,010,594 | 42,053 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,929,061 | 42,403 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,258,208 | 42,073 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,381,514 | 42,473 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,629,716 | 42,773 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,568,979 | 42,773 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,270,473 | 43,473 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,941,885 | 43,073 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,532,983 | 43,373 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,700,997 | 41,573 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,484,325 | 41,873 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||