Position in CVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$20,690
+$3,781 QoQ
Shares Held
200
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,928
of 2,054 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $107,556 across 2 Healthcare Plans names. CVS ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
209 | $86,866 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
200 | $20,690 |
All Filings in CVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,690 | 200 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $16,909 | 212 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||