Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,112,811
+$325,664 QoQ
Shares Held
10,757
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#932
of 2,054 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,234,801 across 7 Healthcare Plans names. CVS ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,943 | $2,470,089 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
10,757 | $1,112,811 | |
| 3 | CNC |
Centene Corp
|
15,182 | $974,532 | |
| 4 | CI |
Cigna Group
|
3,038 | $837,515 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
16,195 | $385,602 | |
| 6 | HUM |
Humana Inc
|
612 | $243,098 | |
| 7 | ELV |
Elevance Health, Inc.
|
546 | $211,154 |
All Filings in CVS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,112,811 | 10,757 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $787,147 | 10,960 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $851,929 | 10,735 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $842,483 | 11,175 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $750,778 | 10,884 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $754,464 | 11,136 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $449,797 | 10,020 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,679,587 | 26,711 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,375,212 | 23,285 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,024,149 | 25,378 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,895,118 | 24,001 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,351,366 | 19,355 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,304,068 | 18,864 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,287,717 | 17,329 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,567,083 | 16,816 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $857,290 | 9,252 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $818,991 | 8,092 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $747,600 | 7,247 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $484,380 | 5,708 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $318,657 | 3,819 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $248,259 | 3,300 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||