USA FINANCIAL FORMULAS

Position in CVS — CVS HEALTH Corp

CIK 1633716 ADA, MI

Position in CVS

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$109,669

+$103,003 QoQ

Shares Held

1,527

+1717.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

USA FINANCIAL FORMULAS holds $110,524 across 3 Healthcare Plans names. CVS ranks #1 (99.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	1,527	$109,669
2	CI	Cigna Group	2	$533
3	PGNY	Progyny, Inc.	19	$322

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$109,669	1,527	+1717.9%	Shares	Sole	2026-04-14
2025-12-31	$6,666	84	-98.7%	Shares	Sole	2026-01-14
2025-09-30	$487,320	6,464	-68.8%	Shares	Sole	2025-10-10
2025-06-30	$1,429,127	20,718	+5395.5%	Shares	Sole	2025-07-18
2023-12-31	$29,767	377	+573.2%	Shares	Sole	2024-02-07
2023-09-30	$3,909	56	0.0%	Shares	Sole	2023-11-27
2023-06-30	$3,871	56	0.0%	Shares	Sole	2023-11-27
2023-03-31	$4,161	56	+600.0%	Shares	Sole	2023-11-27
2022-09-30	$762	8	0.0%	Shares	Sole	2022-10-24
2022-06-30	$741	8	-99.9%	Shares	Sole	2022-08-15
2022-03-31	$943,378	9,321	-21.6%	Shares	Sole	2022-08-16
2021-12-31	$1,226,159	11,886	+1298.4%	Shares	Sole	2022-02-10
2021-09-30	$72,131	850	+24.1%	Shares	Sole	2021-11-08
2021-06-30	$57,156	685	-41.9%	Shares	Sole	2021-07-29
2021-03-31	$88,696	1,179	+4266.7%	Shares	Sole	2021-05-06
2020-12-31	$1,844	27	+145.5%	Shares	Sole	2021-01-29
2020-09-30	$642	11	0.0%	Shares	Sole	2020-10-09
2020-06-30	$714	11	0.0%	Shares	Sole	2020-08-11
2020-03-31	$652	11	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.