Jackson, Grant Investment Advisers, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1650300 STAMFORD, CT

Position in CVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$724

-$74,666 QoQ

Shares Held

-99.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,042

of 2,054 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Jackson, Grant Investment Advisers, Inc. holds $952,469 across 4 Healthcare Plans names. CVS ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,237	$929,764
2	ELV	Elevance Health, Inc.	49	$18,949
3	CI	Cigna Group	11	$3,032
4	CVS	CVS HEALTH Corp This page	7	$724

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$724	7	-99.3%	Shares	Sole	2026-07-31
2025-09-30	$75,390	1,000	+186.5%	Shares	Sole	2025-11-10
2024-09-30	$21,945	349	0.0%	Shares	Sole	2024-10-17
2024-06-30	$20,611	349	-33.3%	Shares	Sole	2024-07-16
2024-03-31	$41,714	523	+0.2%	Shares	Sole	2024-05-08
2023-12-31	$41,217	522	+9.4%	Shares	Sole	2024-02-01
2023-09-30	$33,304	477	-3.2%	Shares	Sole	2023-10-13
2023-06-30	$34,081	493	+30.1%	Shares	Sole	2023-08-01
2023-03-31	$28,163	379	+25.1%	Shares	Sole	2023-05-02
2022-12-31	$28,236	303	+0.3%	Shares	Sole	2023-01-26
2022-09-30	$28,801	302	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$27,890	301	+11.9%	Shares	Sole	2022-08-04
2022-03-31	$27,225	269	+0.4%	Shares	Sole	2022-04-28
2021-12-31	$27,646	268	+0.4%	Shares	Sole	2022-01-24
2021-09-30	$22,657	267	+0.4%	Shares	Sole	2021-10-13
2021-06-30	$22,195	266	+65.2%	Shares	Sole	2021-07-15
2021-03-31	$12,112	161	-55.3%	Shares	Sole	2021-04-22
2020-12-31	$24,588	360	+127.8%	Shares	Sole	2021-03-03
2020-09-30	$9,227	158	+0.6%	Shares	Sole	2020-11-12
2020-06-30	$10,200	157	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.