Platform Technology Partners

Position in CVS — CVS HEALTH Corp

CIK 1830817 NEW YORK, NY

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$586,044

+$148,230 QoQ

Shares Held

5,665

-7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,183

of 2,051 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Platform Technology Partners holds $4,246,045 across 4 Healthcare Plans names. CVS ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,226	$3,003,342
2	CVS	CVS HEALTH Corp This page	5,665	$586,044
3	CI	Cigna Group	1,306	$360,038
4	ELV	Elevance Health, Inc.	767	$296,621

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$586,044	5,665	-7.1%	Shares	Sole	2026-07-24
2026-03-31	$437,814	6,096	+47.1%	Shares	Sole	2026-04-27
2025-12-31	$328,867	4,144	+3.0%	Shares	Sole	2026-02-13
2025-09-30	$303,369	4,024	-5.8%	Shares	Sole	2025-10-29
2025-06-30	$294,682	4,272	+44.0%	Shares	Sole	2025-08-11
2023-09-30	$207,155	2,967	-12.9%	Shares	Sole	2023-11-08
2023-06-30	$235,387	3,405	+0.8%	Shares	Sole	2023-07-12
2023-03-31	$251,093	3,379	-1.2%	Shares	Sole	2023-04-04
2022-12-31	$318,802	3,421	-1.4%	Shares	Sole	2023-01-11
2022-09-30	$330,838	3,469	+54.9%	Shares	Sole	2022-10-24
2022-03-31	$226,710	2,240	-3.7%	Shares	Sole	2022-05-03
2021-12-31	$240,053	2,327	-7.8%	Shares	Sole	2022-02-01
2021-09-30	$214,271	2,525	-8.9%	Shares	Sole	2021-11-04
2021-06-30	$231,212	2,771	-30.6%	Shares	Sole	2021-08-05
2020-12-31	$272,585	3,991	-14.4%	Shares	Sole	2021-02-09
2020-09-30	$272,436	4,665	—	Shares	Sole	2020-11-30
No filing history on record for this holder in this stock.