Position in CVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$215,486
-$61,121 QoQ
Shares Held
2,083
-39.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,673
of 2,054 holders
Holding Since
Dec 2020
12 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, 2026Berger Financial Group, Inc holds $4,348,510 across 2 Healthcare Plans names. CVS ranks #2 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
9,944 | $4,133,024 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,083 | $215,486 |
All Filings in CVS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,486 | 2,083 | Shares | Sole | 2026-08-04 | |
| 2024-03-31 | $276,607 | 3,468 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $224,009 | 2,837 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $249,397 | 3,572 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $243,130 | 3,517 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $263,874 | 3,551 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $266,430 | 2,859 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $262,744 | 2,755 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $204,129 | 2,203 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $236,122 | 2,333 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $229,324 | 2,223 | Shares | Sole | 2022-01-26 | |
| 2020-12-31 | $3,928,957 | 57,525 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||