Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$376,558
+$125,045 QoQ
Shares Held
3,640
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,380
of 2,054 holders
Holding Since
Mar 2020
26 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, 2026CVA Family Office, LLC holds $2,265,126 across 9 Healthcare Plans names. CVS ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,297 | $954,702 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,640 | $376,558 | |
| 3 | CI |
Cigna Group
|
1,143 | $315,102 | |
| 4 | ELV |
Elevance Health, Inc.
|
722 | $279,219 | |
| 5 | CNC |
Centene Corp
|
3,742 | $240,198 | |
| 6 | HUM |
Humana Inc
|
213 | $84,607 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
39 | $8,919 | |
| 8 | OSCR |
Oscar Health, Inc.
|
149 | $4,249 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,558 | 3,640 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $251,513 | 3,502 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $420,766 | 5,302 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $418,640 | 5,553 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $397,048 | 5,756 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $361,514 | 5,336 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $167,080 | 3,722 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $210,773 | 3,352 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $233,287 | 3,950 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $451,282 | 5,658 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $446,202 | 5,651 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $363,901 | 5,212 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $365,697 | 5,290 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $353,046 | 4,751 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $413,949 | 4,442 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $433,170 | 4,542 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $223,959 | 2,417 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $287,132 | 2,837 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $214,263 | 2,077 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $38,781 | 457 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $155,782 | 1,867 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $95,692 | 1,272 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $31,213 | 457 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $26,688 | 457 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $10,849 | 167 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $9,908 | 167 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||