Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,012,672
+$335,554 QoQ
Shares Held
9,789
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#958
of 2,054 holders
Holding Since
Dec 2020
23 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, 2026Mayflower Financial Advisors, LLC holds $2,919,166 across 2 Healthcare Plans names. CVS ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,587 | $1,906,494 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
9,789 | $1,012,672 |
All Filings in CVS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,672 | 9,789 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $677,118 | 9,428 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $735,111 | 9,263 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $703,464 | 9,331 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $588,399 | 8,530 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $576,349 | 8,507 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $425,646 | 9,482 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $708,217 | 11,263 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $661,885 | 11,207 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $924,258 | 11,588 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $950,362 | 12,036 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $869,328 | 12,451 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $856,451 | 12,389 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $938,981 | 12,636 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,157,699 | 12,423 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,169,045 | 12,258 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,132,861 | 12,226 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,239,518 | 12,247 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,342,730 | 13,016 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,082,474 | 12,756 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,035,907 | 12,415 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $930,143 | 12,364 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $782,308 | 11,454 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||