Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$746,184
+$208,396 QoQ
Shares Held
7,213
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,087
of 2,058 holders
Holding Since
Mar 2020
10 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, 2026CERTUITY, LLC holds $2,944,869 across 5 Healthcare Plans names. CVS ranks #1 (25.3% of the industry book) .
All Filings in CVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,184 | 7,213 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $537,788 | 7,488 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $416,560 | 5,249 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $391,801 | 5,197 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $299,580 | 4,343 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $213,038 | 2,671 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $291,441 | 3,691 | Shares | Sole | 2024-02-05 | |
| 2022-09-30 | $507,177 | 5,318 | Shares | Sole | 2022-11-08 | |
| 2021-12-31 | $580,997 | 5,632 | Shares | Sole | 2022-02-28 | |
| 2020-03-31 | $518,247 | 8,735 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||