Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$51,621
+$19,015 QoQ
Shares Held
499
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,862
of 2,066 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $679,543 across 8 Healthcare Plans names. CVS ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
1,034 | $285,053 | |
| 2 | UNH |
Unitedhealth Group Inc
|
663 | $275,562 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
499 | $51,621 | |
| 4 | ELV |
Elevance Health, Inc.
|
63 | $24,363 | |
| 5 | CNC |
Centene Corp
|
335 | $21,503 | |
| 6 | HUM |
Humana Inc
|
32 | $12,711 | |
| 7 | OSCR |
Oscar Health, Inc.
|
250 | $7,130 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
7 | $1,600 |
All Filings in CVS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,621 | 499 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $32,606 | 454 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,586 | 209 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $40,107 | 532 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $34,421 | 499 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $36,043 | 532 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $20,290 | 452 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $29,239 | 465 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $28,939 | 490 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $35,652 | 447 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $37,190 | 471 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $32,187 | 461 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,719 | 184 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $84,802 | 910 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||