Position in CVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,793,097
+$1,609,267 QoQ
Shares Held
36,666
+20.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#582
of 2,054 holders
Holding Since
Jun 2025
5 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, 2026PEAK FINANCIAL ADVISORS LLC holds $3,793,097 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
36,666 | $3,793,097 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,793,097 | 36,666 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,183,830 | 30,407 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,977,587 | 37,520 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,373,756 | 18,222 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,021,524 | 14,809 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||