Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$681,321
+$468,375 QoQ
Shares Held
6,586
+122.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,121
of 2,051 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 90%
Shared 7%
None 3%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Gryphon Financial Partners LLC holds $14,625,496 across 4 Healthcare Plans names. CVS ranks #3 (4.7% of the industry book) .
All Filings in CVS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,321 | 6,586 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $212,946 | 2,965 | Shares | Sole | 2026-05-06 | |
| 2024-09-30 | $263,969 | 4,198 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $239,369 | 4,053 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $405,020 | 5,078 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $643,602 | 8,151 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $383,869 | 5,498 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $393,072 | 5,686 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $463,247 | 6,234 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $614,493 | 6,594 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $730,247 | 7,657 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $503,976 | 5,439 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $518,295 | 5,121 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $524,463 | 5,084 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $423,026 | 4,985 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $427,796 | 5,127 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $385,853 | 5,129 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $342,660 | 5,017 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $277,691 | 4,755 | Shares | Other | 2020-11-16 | |
| 2020-03-31 | $248,948 | 4,196 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||