Center for Financial Planning, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1803557 SOUTHFIED, MI

Position in CVS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$138,726

+$42,416 QoQ

Shares Held

1,341

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,753

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

Center for Financial Planning, Inc. holds $580,201 across 5 Healthcare Plans names. CVS ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	607	$252,287
2	CVS	CVS HEALTH Corp This page	1,341	$138,726
3	ELV	Elevance Health, Inc.	349	$134,968
4	CI	Cigna Group	172	$47,416
5	CNC	Centene Corp	106	$6,804

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$138,726	1,341	0.0%	Shares	Sole	2026-07-21
2026-03-31	$96,310	1,341	0.0%	Shares	Sole	2026-05-04
2025-12-31	$106,421	1,341	0.0%	Shares	Sole	2026-02-05
2025-09-30	$101,097	1,341	0.0%	Shares	Sole	2025-11-06
2025-06-30	$92,502	1,341	+8.1%	Shares	Sole	2025-08-04
2025-03-31	$84,077	1,241	-13.9%	Shares	Sole	2025-04-22
2024-12-31	$64,686	1,441	-15.3%	Shares	Sole	2025-01-30
2024-09-30	$107,021	1,702	-8.8%	Shares	Sole	2024-10-16
2024-06-30	$110,205	1,866	-8.3%	Shares	Sole	2024-07-18
2024-03-31	$162,391	2,036	+135.1%	Shares	Sole	2024-04-25
2023-12-31	$68,379	866	0.0%	Shares	Sole	2024-01-29
2023-09-30	$60,464	866	0.0%	Shares	Sole	2023-10-24
2023-06-30	$59,866	866	0.0%	Shares	Sole	2023-08-09
2023-03-31	$64,352	866	0.0%	Shares	Sole	2023-05-02
2022-12-31	$80,702	866	0.0%	Shares	Sole	2023-01-27
2022-09-30	$82,590	866	0.0%	Shares	Sole	2022-10-14
2022-06-30	$80,243	866	0.0%	Shares	Sole	2022-08-12
2022-03-31	$87,647	866	-6.5%	Shares	Sole	2022-05-03
2021-12-31	$95,526	926	-4.0%	Shares	Sole	2022-02-08
2021-09-30	$81,889	965	-4.0%	Shares	Sole	2021-11-17
2021-06-30	$83,857	1,005	0.0%	Shares	Sole	2021-07-29
2021-03-31	$75,606	1,005	0.0%	Shares	Sole	2021-05-10
2020-12-31	$68,641	1,005	0.0%	Shares	Sole	2021-02-09
2020-09-30	$58,692	1,005	-51.2%	Shares	Sole	2020-11-12
2020-06-30	$133,708	2,058	-82.7%	Shares	Sole	2020-08-06
2020-03-31	$706,501	11,908	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.