Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$478,145
+$156,679 QoQ
Shares Held
4,622
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,260
of 2,059 holders
Holding Since
Dec 2025
3 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, 2026Guardian Partners Inc. holds $6,233,845 across 5 Healthcare Plans names. CVS ranks #2 (7.7% of the industry book) .
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,145 | 4,622 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $321,466 | 4,476 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $414,576 | 5,224 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||