Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$900,015
+$329,621 QoQ
Shares Held
8,700
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,013
of 2,054 holders
Holding Since
Mar 2020
26 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, 2026Larson Financial Group LLC holds $6,870,050 across 10 Healthcare Plans names. CVS ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
6,606 | $2,745,651 | |
| 2 | CI |
Cigna Group
|
6,904 | $1,903,294 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
8,700 | $900,015 | |
| 4 | ELV |
Elevance Health, Inc.
|
1,765 | $682,578 | |
| 5 | CNC |
Centene Corp
|
5,603 | $359,656 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
662 | $151,399 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
1,899 | $45,215 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,456 | $41,525 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,015 | 8,700 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $570,394 | 7,942 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $447,114 | 5,634 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $361,495 | 4,795 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $332,690 | 4,823 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $279,536 | 4,126 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $133,996 | 2,985 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $222,720 | 3,542 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $58,292 | 987 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $557,921 | 6,995 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $509,449 | 6,452 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $46,220 | 662 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $126,093 | 1,824 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $118,301 | 1,592 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $216,387 | 2,322 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $86,119 | 903 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $67,827 | 732 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $94,226 | 931 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $95,732 | 928 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $62,032 | 731 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $60,827 | 729 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $62,967 | 837 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $59,011 | 864 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $43,800 | 750 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $130,849 | 2,014 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $86,740 | 1,462 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||