Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$235,245
+$9,206 QoQ
Shares Held
2,274
-19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,629
of 2,059 holders
Holding Since
Jun 2023
4 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, 2026Relyea Zuckerberg Hanson LLC holds $2,112,675 across 3 Healthcare Plans names. CVS ranks #2 (11.1% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,245 | 2,274 | Shares | Sole | 2026-07-16 | |
| 2024-03-31 | $226,039 | 2,834 | Shares | Sole | 2024-10-31 | |
| 2023-12-31 | $201,032 | 2,546 | Shares | Sole | 2024-10-31 | |
| 2023-06-30 | $200,822 | 2,905 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||