Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$239,590
+$79,432 QoQ
Shares Held
2,316
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,611
of 2,051 holders
Holding Since
Mar 2020
21 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,243,497 across 10 Healthcare Plans names. CVS ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,423 | $1,838,331 | |
| 2 | CI |
Cigna Group
|
1,307 | $360,313 | |
| 3 | ELV |
Elevance Health, Inc.
|
807 | $312,091 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
1,181 | $270,094 | |
| 5 | CVS |
CVS HEALTH Corp
This page
|
2,316 | $239,590 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
4,314 | $102,716 | |
| 7 | HUM |
Humana Inc
|
124 | $49,255 | |
| 8 | PGNY |
Progyny, Inc.
|
1,191 | $34,336 |
All Filings in CVS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,590 | 2,316 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $160,158 | 2,230 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $169,195 | 2,132 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $235,235 | 3,983 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $536,625 | 6,728 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $529,110 | 6,701 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $427,717 | 6,126 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $425,563 | 6,156 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $701,931 | 9,446 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $800,873 | 8,594 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $956,084 | 10,025 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $919,279 | 9,921 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $843,281 | 8,332 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $870,256 | 8,436 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $670,139 | 7,897 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $590,588 | 7,078 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $522,622 | 6,947 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $475,640 | 6,964 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $357,582 | 6,123 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $419,250 | 6,453 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $348,207 | 5,869 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||