Position in CVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$411,420
+$129,742 QoQ
Shares Held
3,977
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
#1,333
of 2,051 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Axiom Financial Strategies, LLC holds $643,341 across 2 Healthcare Plans names. CVS ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,977 | $411,420 | |
| 2 | UNH |
Unitedhealth Group Inc
|
558 | $231,921 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,420 | 3,977 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $281,678 | 3,922 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $288,711 | 3,638 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $274,268 | 3,638 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,806 | 3,317 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||