Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$25,862
+$7,907 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,913
of 2,054 holders
Holding Since
Mar 2020
25 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, 2026Pacific Center for Financial Services holds $168,838 across 2 Healthcare Plans names. CVS ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
344 | $142,976 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
250 | $25,862 |
All Filings in CVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,862 | 250 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $17,955 | 250 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,840 | 250 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,847 | 250 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,245 | 250 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $16,937 | 250 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,222 | 250 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $15,720 | 250 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $14,765 | 250 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $19,940 | 250 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $19,740 | 250 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $17,455 | 250 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $17,282 | 250 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,577 | 250 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $23,842 | 250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,165 | 250 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $25,302 | 250 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $25,790 | 250 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,215 | 250 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,860 | 250 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $18,807 | 250 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,075 | 250 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $32,178 | 551 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $35,798 | 551 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $37,140 | 626 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||