Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,207
+$1,898 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,987
of 2,051 holders
Holding Since
Dec 2025
3 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, 2026SFAM, LLC holds $54,420 across 2 Healthcare Plans names. CVS ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
116 | $48,213 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
60 | $6,207 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,207 | 60 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,309 | 60 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,761 | 60 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||