Proficio Capital Partners LLC

Position in CVS — CVS HEALTH Corp

CIK 1654175 NEWTON, MA

Position in CVS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,041,948

+$765,615 QoQ

Shares Held

10,072

+151.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#949

of 2,054 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Proficio Capital Partners LLC holds $6,033,956 across 6 Healthcare Plans names. CVS ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,748	$1,973,411
2	CNC	Centene Corp	21,560	$1,383,936
3	CVS	CVS HEALTH Corp This page	10,072	$1,041,948
4	CI	Cigna Group	2,294	$632,409
5	ELV	Elevance Health, Inc.	1,400	$541,422
6	MOH	Molina Healthcare, Inc.	2,015	$460,830

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,041,948	10,072	+151.4%	Shares	Sole	2026-08-17
2025-06-30	$276,333	4,006	+14.8%	Shares	Sole	2025-08-07
2025-03-31	$236,515	3,491	+2.1%	Shares	Sole	2025-05-06
2024-03-31	$272,619	3,418	+9.3%	Shares	Sole	2024-05-02
2023-12-31	$246,828	3,126	-16.7%	Shares	Sole	2024-02-13
2023-09-30	$261,894	3,751	+6.8%	Shares	Sole	2023-10-18
2023-06-30	$242,853	3,513	-1.9%	Shares	Sole	2023-08-14
2023-03-31	$266,104	3,581	-22.2%	Shares	Sole	2023-04-21
2022-12-31	$428,674	4,600	+10.6%	Shares	Sole	2023-01-30
2022-09-30	$396,643	4,159	+2.1%	Shares	Sole	2022-10-11
2022-06-30	$377,496	4,074	+4.3%	Shares	Sole	2022-08-15
2022-03-31	$395,326	3,906	-0.9%	Shares	Sole	2022-05-13
2021-12-31	$406,553	3,941	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$333,160	3,926	+4.5%	Shares	Sole	2021-11-15
2021-06-30	$313,400	3,756	+0.1%	Shares	Sole	2021-08-16
2021-03-31	$282,413	3,754	+5.5%	Shares	Sole	2021-05-14
2020-12-31	$243,011	3,558	-10.0%	Shares	Sole	2021-02-11
2020-09-30	$230,855	3,953	+4.8%	Shares	Sole	2020-11-02
2020-06-30	$245,001	3,771	+6.3%	Shares	Sole	2020-08-14
2020-03-31	$210,502	3,548	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.