Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$987,119
+$241,556 QoQ
Shares Held
9,542
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#969
of 2,051 holders
Holding Since
Mar 2020
4 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, 2026HARRELL INVESTMENT PARTNERS, LLC holds $4,232,383 across 3 Healthcare Plans names. CVS ranks #2 (23.3% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,119 | 9,542 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $745,563 | 10,381 | Shares | Sole | 2026-04-22 | |
| 2020-06-30 | $1,810,194 | 27,862 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,565,006 | 26,378 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||