Position in CVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$242,486
+$25,992 QoQ
Shares Held
2,344
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,604
of 2,051 holders
Holding Since
Mar 2022
8 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, 2026Spartan Planning & Wealth Management holds $939,081 across 2 Healthcare Plans names. CVS ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,676 | $696,595 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,344 | $242,486 |
All Filings in CVS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,486 | 2,344 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $216,494 | 2,728 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $208,830 | 2,770 | Shares | Sole | 2025-10-14 | |
| 2023-12-31 | $65,931 | 835 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $279 | 4 | Shares | Sole | 2023-11-17 | |
| 2022-09-30 | $68,475 | 718 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $41,604 | 449 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $57,082 | 564 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||