Position in CVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$257,073
+$30,580 QoQ
Shares Held
2,485
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,570
of 2,059 holders
Holding Since
Sep 2022
5 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, 2026Sunburst Financial Group, LLC holds $669,377 across 2 Healthcare Plans names. CVS ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
992 | $412,304 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,485 | $257,073 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,073 | 2,485 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $226,493 | 2,854 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $217,801 | 2,889 | Shares | Sole | 2025-10-17 | |
| 2022-12-31 | $225,612 | 2,421 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $235,373 | 2,468 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||