Lester Murray Antman dba SimplyRich

Position in CVS — CVS HEALTH Corp

CIK 1725888 CARLSBAD, CA

Position in CVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,500,763

+$760,730 QoQ

Shares Held

20,144

+95.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#824

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Lester Murray Antman dba SimplyRich holds $13,740,920 across 4 Healthcare Plans names. CVS ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	15,443	$6,418,574
2	CI	Cigna Group	12,379	$3,412,642
3	ELV	Elevance Health, Inc.	6,229	$2,408,941
4	CVS	CVS HEALTH Corp This page	20,144	$1,500,763

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,500,763	20,144	+95.5%	Shares	Sole	2026-08-03
2026-03-31	$740,033	10,304	0.0%	Shares	Sole	2026-05-01
2025-12-31	$817,725	10,304	0.0%	Shares	Sole	2026-01-23
2025-09-30	$776,818	10,304	-0.1%	Shares	Sole	2025-10-10
2025-06-30	$711,597	10,316	0.0%	Shares	Sole	2025-07-24
2025-03-31	$698,909	10,316	+27.9%	Shares	Sole	2025-05-09
2024-12-31	$362,037	8,065	-26.7%	Shares	Sole	2025-01-29
2024-09-30	$691,680	11,000	+9.7%	Shares	Sole	2024-10-18
2024-06-30	$592,430	10,031	-8.7%	Shares	Sole	2024-07-26
2024-03-31	$876,721	10,992	+0.9%	Shares	Sole	2024-05-03
2023-12-31	$860,585	10,899	+2.1%	Shares	Sole	2024-01-26
2023-09-30	$745,607	10,679	0.0%	Shares	Sole	2023-10-20
2023-06-30	$738,239	10,679	-0.9%	Shares	Sole	2023-08-04
2023-03-31	$800,615	10,774	-2.5%	Shares	Sole	2023-05-05
2022-12-31	$1,030,215	11,055	+0.1%	Shares	Sole	2023-01-30
2022-09-30	$1,052,980	11,041	-0.1%	Shares	Sole	2022-11-01
2022-06-30	$1,023,615	11,047	-0.1%	Shares	Sole	2022-07-22
2022-03-31	$1,119,180	11,058	-1.2%	Shares	Sole	2022-05-04
2021-12-31	$1,154,773	11,194	+0.0%	Shares	Sole	2022-01-07
2021-09-30	$949,837	11,193	+1.4%	Shares	Sole	2021-10-04
2021-06-30	$920,760	11,035	+1.9%	Shares	Sole	2021-07-09
2021-03-31	$814,665	10,829	+2.5%	Shares	Sole	2021-05-05
2020-12-31	$721,589	10,565	+3.7%	Shares	Sole	2021-02-01
2020-09-30	$595,037	10,189	-1.4%	Shares	Sole	2020-11-03
2020-06-30	$671,205	10,331	0.0%	Shares	Sole	2020-08-06
2020-03-31	$612,938	10,331	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.