Position in CVS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$671,700
+$201,926 QoQ
Shares Held
6,493
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,127
of 2,054 holders
Holding Since
Jun 2022
6 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, 2026Quantum Financial Advisors, LLC holds $1,144,686 across 2 Healthcare Plans names. CVS ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
6,493 | $671,700 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,138 | $472,986 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,700 | 6,493 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $469,774 | 6,541 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $522,903 | 6,589 | Shares | Sole | 2026-01-12 | |
| 2024-03-31 | $200,038 | 2,508 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $273,903 | 3,923 | Shares | Sole | 2023-11-29 | |
| 2022-06-30 | $184,115 | 1,987 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||