Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$504,215
+$160,270 QoQ
Shares Held
4,874
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,238
of 2,054 holders
Holding Since
Dec 2023
7 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, 2026Lantz Financial LLC holds $1,098,981 across 2 Healthcare Plans names. CVS ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,431 | $594,766 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
4,874 | $504,215 |
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,215 | 4,874 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $343,945 | 4,789 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $383,546 | 4,833 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $353,729 | 4,692 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $241,705 | 3,504 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $229,740 | 3,391 | Shares | Sole | 2025-04-08 | |
| 2023-12-31 | $229,931 | 2,912 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||