Centerpoint Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1733788 NEEDHAM, MA

Position in CVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$20,690

+$6,326 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,925

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Centerpoint Advisors, LLC holds $547,526 across 3 Healthcare Plans names. CVS ranks #2 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,247	$518,290
2	CVS	CVS HEALTH Corp This page	200	$20,690
3	CI	Cigna Group	31	$8,546

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,690	200	0.0%	Shares	Sole	2026-08-05
2026-03-31	$14,364	200	0.0%	Shares	Sole	2026-05-07
2025-12-31	$15,872	200	0.0%	Shares	Sole	2026-02-13
2025-09-30	$15,078	200	0.0%	Shares	Sole	2025-11-06
2025-06-30	$13,796	200	0.0%	Shares	Sole	2025-08-01
2025-03-31	$13,550	200	-44.8%	Shares	Sole	2025-05-13
2024-12-31	$16,250	362	0.0%	Shares	Sole	2025-01-31
2024-09-30	$22,762	362	-83.5%	Shares	Sole	2024-10-15
2024-06-30	$129,932	2,200	-6.1%	Shares	Sole	2024-07-30
2024-03-31	$186,877	2,343	0.0%	Shares	Sole	2024-05-02
2023-12-31	$185,003	2,343	-6.8%	Shares	Sole	2024-01-16
2023-09-30	$175,457	2,513	0.0%	Shares	Sole	2023-11-01
2023-06-30	$173,723	2,513	0.0%	Shares	Sole	2023-07-17
2023-03-31	$186,741	2,513	+0.2%	Shares	Sole	2023-05-03
2022-12-31	$233,813	2,509	+7.1%	Shares	Sole	2023-01-24
2022-09-30	$223,451	2,343	+9.3%	Shares	Sole	2022-10-13
2022-06-30	$198,570	2,143	0.0%	Shares	Sole	2022-07-18
2022-03-31	$216,893	2,143	0.0%	Shares	Sole	2022-04-27
2021-12-31	$221,071	2,143	0.0%	Shares	Sole	2022-01-14
2021-09-30	$181,854	2,143	0.0%	Shares	Sole	2021-10-25
2021-06-30	$178,811	2,143	0.0%	Shares	Sole	2021-07-26
2021-03-31	$161,217	2,143	0.0%	Shares	Sole	2021-04-23
2020-12-31	$146,366	2,143	0.0%	Shares	Sole	2021-01-22
2020-09-30	$125,151	2,143	+35.5%	Shares	Sole	2020-10-13
2020-06-30	$102,782	1,582	+5.5%	Shares	Sole	2020-07-31
2020-03-31	$88,995	1,500	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.