Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$363,316
+$111,085 QoQ
Shares Held
3,512
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,394
of 2,054 holders
Holding Since
Jun 2025
5 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, 2026LYELL WEALTH MANAGEMENT, LP holds $604,260 across 2 Healthcare Plans names. CVS ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,512 | $363,316 | |
| 2 | CI |
Cigna Group
|
874 | $240,944 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,316 | 3,512 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $252,231 | 3,512 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $278,712 | 3,512 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $231,447 | 3,070 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $211,768 | 3,070 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||