Position in CVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$289,970
+$89,305 QoQ
Shares Held
2,803
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,506
of 2,054 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Shulman DeMeo Asset Management LLC holds $622,058 across 2 Healthcare Plans names. CVS ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
799 | $332,088 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,803 | $289,970 |
All Filings in CVS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,970 | 2,803 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $200,665 | 2,794 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $220,700 | 2,781 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $208,076 | 2,760 | Shares | Sole | 2025-10-17 | |
| 2024-09-30 | $175,246 | 2,787 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $219,419 | 2,751 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $216,982 | 2,748 | Shares | Sole | 2024-01-11 | |
| 2023-03-31 | $218,099 | 2,935 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $272,580 | 2,925 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $280,960 | 2,946 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $274,922 | 2,967 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $275,898 | 2,726 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $274,818 | 2,664 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $224,879 | 2,650 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||