Key Financial Inc

Position in CVS — CVS HEALTH Corp

CIK 1801720 WEST CHESTER, PA

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$344,695

+$100,867 QoQ

Shares Held

3,332

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,423

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Key Financial Inc holds $4,685,150 across 5 Healthcare Plans names. CVS ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	10,359	$2,855,769
2	UNH	Unitedhealth Group Inc	2,946	$1,224,445
3	CVS	CVS HEALTH Corp This page	3,332	$344,695
4	ELV	Elevance Health, Inc.	562	$217,342
5	HUM	Humana Inc	108	$42,899

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,695	3,332	-1.9%	Shares	Sole	2026-07-24
2026-03-31	$243,828	3,395	+3.3%	Shares	Sole	2026-04-24
2025-12-31	$260,776	3,286	0.0%	Shares	Sole	2026-02-09
2025-09-30	$247,731	3,286	+0.2%	Shares	Sole	2025-11-05
2025-06-30	$226,323	3,281	0.0%	Shares	Sole	2025-08-05
2025-03-31	$222,287	3,281	-1.0%	Shares	Sole	2025-05-01
2024-12-31	$148,765	3,314	-40.7%	Shares	Sole	2025-01-31
2024-09-30	$351,121	5,584	-4.7%	Shares	Sole	2024-10-29
2024-06-30	$346,150	5,861	0.0%	Shares	Sole	2024-07-30
2024-03-31	$467,473	5,861	0.0%	Shares	Sole	2024-05-13
2023-12-31	$462,784	5,861	0.0%	Shares	Sole	2024-01-31
2023-09-30	$409,215	5,861	-2.3%	Shares	Sole	2023-11-01
2023-06-30	$414,641	5,998	+4.9%	Shares	Sole	2023-07-28
2023-03-31	$424,904	5,718	0.0%	Shares	Sole	2023-05-02
2022-12-31	$532,860	5,718	0.0%	Shares	Sole	2023-01-26
2022-09-30	$545,325	5,718	+1.3%	Shares	Sole	2022-10-28
2022-06-30	$522,880	5,643	-2.7%	Shares	Sole	2022-07-26
2022-03-31	$587,018	5,800	+47.1%	Shares	Sole	2022-04-27
2021-12-31	$406,863	3,944	+2.0%	Shares	Sole	2022-01-19
2021-09-30	$328,153	3,867	-21.3%	Shares	Sole	2021-11-01
2021-06-30	$409,773	4,911	+28.0%	Shares	Sole	2021-08-02
2021-03-31	$288,657	3,837	+0.8%	Shares	Sole	2021-04-30
2020-12-31	$260,086	3,808	0.0%	Shares	Sole	2021-01-29
2020-09-30	$222,387	3,808	+1.8%	Shares	Sole	2020-11-02
2020-06-30	$242,987	3,740	+2.0%	Shares	Sole	2020-08-07
2020-03-31	$217,444	3,665	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.