Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$253,969
+$27,473 QoQ
Shares Held
2,455
-19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,575
of 2,051 holders
Holding Since
Mar 2023
2 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, 2026Greenspring Advisors, LLC holds $1,637,601 across 2 Healthcare Plans names. CVS ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,329 | $1,383,632 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,455 | $253,969 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,969 | 2,455 | Shares | Sole | 2026-08-11 | |
| 2023-03-31 | $226,496 | 3,048 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||