Forum Financial Management, LP

Position in CVS — CVS HEALTH Corp

CIK 1911832 LOMBARD, IL

Position in CVS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$214,555

-$1,474,384 QoQ

Shares Held

2,074

-90.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,676

of 2,054 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Forum Financial Management, LP holds $1,097,019 across 4 Healthcare Plans names. CVS ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,323	$549,878
2	CVS	CVS HEALTH Corp This page	2,074	$214,555
3	CI	Cigna Group	748	$206,208
4	CLOV	Clover Health Investments, Corp. /De	24,118	$126,378

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,555	2,074	-90.3%	Shares	Sole	2026-07-23
2025-12-31	$1,688,939	21,282	+4.9%	Shares	Sole	2026-01-27
2025-09-30	$1,529,436	20,287	+22.8%	Shares	Sole	2025-10-24
2025-06-30	$1,139,894	16,525	+3.1%	Shares	Sole	2025-07-30
2025-03-31	$1,086,371	16,035	-12.3%	Shares	Sole	2025-05-02
2024-12-31	$820,858	18,286	+0.5%	Shares	Sole	2025-02-20
2024-09-30	$1,144,604	18,203	-0.2%	Shares	Sole	2024-10-29
2024-06-30	$1,077,431	18,243	+6.0%	Shares	Sole	2024-07-30
2024-03-31	$1,372,191	17,204	-3.7%	Shares	Sole	2024-05-09
2023-12-31	$1,409,909	17,856	+19.4%	Shares	Sole	2024-02-07
2023-09-30	$1,044,158	14,955	-0.3%	Shares	Sole	2023-11-06
2023-06-30	$1,036,950	15,000	+0.6%	Shares	Sole	2023-07-26
2023-03-31	$1,108,259	14,914	-14.3%	Shares	Sole	2023-04-19
2022-12-31	$1,621,971	17,405	+0.7%	Shares	Sole	2023-01-24
2022-09-30	$1,648,947	17,290	-4.2%	Shares	Sole	2022-11-07
2022-06-30	$1,671,957	18,044	+19.0%	Shares	Sole	2022-08-15
2022-03-31	$1,534,141	15,158	+3.6%	Shares	Sole	2022-05-16
2021-12-31	$1,509,746	14,635	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.