Position in CVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$215,279
-$3,786 QoQ
Shares Held
2,081
-29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,676
of 2,058 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Almanack Investment Partners, LLC. holds $215,279 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
2,081 | $215,279 |
All Filings in CVS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,279 | 2,081 | Shares | Sole | 2026-07-30 | |
| 2023-03-31 | $219,065 | 2,948 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $267,734 | 2,873 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $350,580 | 3,676 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $321,808 | 3,473 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $413,948 | 4,090 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $477,218 | 4,626 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $400,199 | 4,716 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $343,188 | 4,113 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $488,242 | 6,490 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $358,370 | 5,247 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $205,392 | 3,517 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||