Position in CVS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$10,510,282
-$965,888 QoQ
Shares Held
146,342
+1.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
5.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Strategic Planning, Inc. holds $10,510,282 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
146,342 | $10,510,282 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,510,282 | 146,342 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,476,170 | 144,609 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $10,889,859 | 144,447 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,878,901 | 143,214 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $9,853,356 | 145,437 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||