Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$271,142
+$66,632 QoQ
Shares Held
2,621
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,538
of 2,054 holders
Holding Since
Dec 2025
2 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, 2026Financial & Tax Architects, LLC holds $631,908 across 2 Healthcare Plans names. CVS ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
868 | $360,766 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,621 | $271,142 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,142 | 2,621 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $204,510 | 2,577 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||