Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$103,243
+$85,073 QoQ
Shares Held
998
+294.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,779
of 2,054 holders
Holding Since
Mar 2021
19 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, 2026Activest Wealth Management holds $1,229,126 across 8 Healthcare Plans names. CVS ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,407 | $1,000,421 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
998 | $103,243 | |
| 3 | CNC |
Centene Corp
|
913 | $58,605 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
197 | $45,053 | |
| 5 | ELV |
Elevance Health, Inc.
|
26 | $10,054 | |
| 6 | CI |
Cigna Group
|
27 | $7,443 | |
| 7 | HUM |
Humana Inc
|
7 | $2,780 | |
| 8 | PGNY |
Progyny, Inc.
|
53 | $1,527 |
All Filings in CVS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,243 | 998 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $18,170 | 253 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $23,173 | 292 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,545 | 246 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $12,761 | 185 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $19,918 | 294 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $179 | 4 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,423 | 68 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,448 | 69 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $5,236 | 75 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,184 | 75 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,687 | 90 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $7,783 | 84 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $8,501 | 84 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,014 | 68 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $5,770 | 68 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,673 | 68 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $5,115 | 68 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||