Douglas Lane & Associates, LLC

Position in CVS — CVS HEALTH Corp

CIK 1672594 NEW YORK, NY

Back to CVS Full portfolio

Position in CVS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$29,391,386

+$43,795 QoQ

Shares Held

284,112

-30.5% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#239

of 2,054 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, 2026

Douglas Lane & Associates, LLC holds $60,952,063 across 3 Healthcare Plans names. CVS ranks #2 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	74,671	$31,035,507
2	CVS	CVS HEALTH Corp This page	284,112	$29,391,386
3	CI	Cigna Group	1,905	$525,170

All Filings in CVS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,391,386	284,112	-30.5%	Shares	Sole	2026-07-14
2026-03-31	$29,347,591	408,627	-6.3%	Shares	Sole	2026-04-15
2025-12-31	$34,611,197	436,129	-22.6%	Shares	Sole	2026-01-22
2025-09-30	$42,476,233	563,420	-4.9%	Shares	Sole	2025-10-10
2025-06-30	$40,862,717	592,385	-15.7%	Shares	Sole	2025-07-07
2025-03-31	$47,605,418	702,663	+1.8%	Shares	Sole	2025-04-09
2024-12-31	$30,978,409	690,096	-40.1%	Shares	Sole	2025-01-08
2024-09-30	$72,450,147	1,152,197	-0.8%	Shares	Sole	2024-10-10
2024-06-30	$68,611,006	1,161,717	+7.1%	Shares	Sole	2024-07-08
2024-03-31	$86,480,258	1,084,256	+1.6%	Shares	Sole	2024-04-11
2023-12-31	$84,283,167	1,067,416	+3.1%	Shares	Sole	2024-01-17
2023-09-30	$72,254,902	1,034,874	+13.0%	Shares	Sole	2023-10-16
2023-06-30	$63,306,696	915,763	+16.0%	Shares	Sole	2023-07-19
2023-03-31	$58,679,263	789,655	+2.2%	Shares	Sole	2023-04-17
2022-12-31	$72,022,357	772,855	+3.0%	Shares	Sole	2023-02-14
2022-09-30	$71,557,827	750,318	+2.1%	Shares	Sole	2022-10-14
2022-06-30	$68,118,813	735,148	+1.0%	Shares	Sole	2022-07-18
2022-03-31	$73,693,632	728,126	+3.7%	Shares	Sole	2022-04-25
2021-12-31	$72,419,661	702,013	+5.7%	Shares	Sole	2022-01-25
2021-09-30	$56,379,541	664,383	+9.7%	Shares	Sole	2021-10-21
2021-06-30	$50,516,745	605,426	+3.5%	Shares	Sole	2021-07-19
2021-03-31	$43,988,711	584,723	+7.3%	Shares	Sole	2021-04-19
2020-12-31	$37,211,479	544,824	+6.2%	Shares	Sole	2021-01-14
2020-09-30	$29,968,310	513,156	+15.3%	Shares	Sole	2020-10-19
2020-06-30	$28,903,788	444,879	+24.2%	Shares	Sole	2020-07-28
2020-03-31	$21,256,989	358,284	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.