Position in CVS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$574,457
+$171,691 QoQ
Shares Held
5,553
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,188
of 2,054 holders
Holding Since
Sep 2025
4 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $879,945 across 2 Healthcare Plans names. CVS ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
5,553 | $574,457 | |
| 2 | UNH |
Unitedhealth Group Inc
|
735 | $305,488 |
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,457 | 5,553 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $402,766 | 5,608 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $459,573 | 5,791 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $428,969 | 5,690 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||