Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,689
+$1,524 QoQ
Shares Held
55
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,992
of 2,054 holders
Holding Since
Dec 2022
13 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, 2026DecisionPoint Financial, LLC holds $26,964 across 9 Healthcare Plans names. CVS ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
42 | $17,456 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
55 | $5,689 | |
| 3 | CI |
Cigna Group
|
4 | $1,102 | |
| 4 | OSCR |
Oscar Health, Inc.
|
30 | $855 | |
| 5 | ELV |
Elevance Health, Inc.
|
2 | $773 | |
| 6 | CNC |
Centene Corp
|
7 | $449 | |
| 7 | HUM |
Humana Inc
|
1 | $397 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
1 | $228 |
All Filings in CVS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,689 | 55 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,165 | 58 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,602 | 58 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,372 | 58 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,000 | 58 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $62,880 | 1,000 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $59,060 | 1,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $79,760 | 1,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $78,960 | 1,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $69,820 | 1,000 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $69,130 | 1,000 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $74,310 | 1,000 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $93,190 | 1,000 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||