Position in CVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$68,897
+$18,409 QoQ
Shares Held
666
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,821
of 2,054 holders
Holding Since
Dec 2021
18 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, 2026SJS Investment Consulting Inc. holds $932,021 across 11 Healthcare Plans names. CVS ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
841 | $325,239 | |
| 2 | UNH |
Unitedhealth Group Inc
|
524 | $217,789 | |
| 3 | CNC |
Centene Corp
|
3,110 | $199,630 | |
| 4 | CVS |
CVS HEALTH Corp
This page
|
666 | $68,897 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
265 | $60,605 | |
| 6 | CI |
Cigna Group
|
121 | $33,357 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
454 | $10,809 | |
| 8 | PGNY |
Progyny, Inc.
|
189 | $5,448 |
All Filings in CVS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,897 | 666 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $50,488 | 703 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $56,662 | 714 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $51,868 | 688 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,896 | 42 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,826 | 86 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,615 | 36 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $18,234 | 290 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,252 | 72 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $6,859 | 86 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $17,291 | 219 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $7,470 | 107 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $6,497 | 94 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $10,402 | 140 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $24,415 | 262 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $22,221 | 233 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $26,820 | 265 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $23,623 | 229 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||