Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$753,322
+$165,691 QoQ
Shares Held
7,282
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,082
of 2,054 holders
Holding Since
Mar 2022
11 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, 2026Everhart Financial Group, Inc. holds $5,524,132 across 6 Healthcare Plans names. CVS ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
6,732 | $2,798,021 | |
| 2 | CI |
Cigna Group
|
3,641 | $1,003,750 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
7,282 | $753,322 | |
| 4 | ELV |
Elevance Health, Inc.
|
1,545 | $597,497 | |
| 5 | CNC |
Centene Corp
|
4,764 | $305,801 | |
| 6 | CLOV |
Clover Health Investments, Corp. /De
|
12,546 | $65,741 |
All Filings in CVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,322 | 7,282 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $587,631 | 8,182 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $718,208 | 9,050 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $521,849 | 6,922 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $378,493 | 5,487 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $457,981 | 5,742 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $274,938 | 3,482 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $252,748 | 3,620 | Shares | Sole | 2023-10-25 | |
| 2022-09-30 | $446,617 | 4,683 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $381,944 | 4,122 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $292,193 | 2,887 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||