Creative Capital Management Investments LLC
Position in CVS — CVS HEALTH Corp
CIK 1957363
SAN DIEGO, CA
Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,827
+$3,669 QoQ
Shares Held
66
+65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,984
of 2,054 holders
Holding Since
Mar 2023
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 Jun 30, 2026Creative Capital Management Investments LLC holds $119,829 across 8 Healthcare Plans names. CVS ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
212 | $88,113 | |
| 2 | CI |
Cigna Group
|
29 | $7,994 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
66 | $6,827 | |
| 4 | ELV |
Elevance Health, Inc.
|
17 | $6,574 | |
| 5 | CNC |
Centene Corp
|
62 | $3,979 | |
| 6 | HUM |
Humana Inc
|
10 | $3,972 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
7 | $1,600 | |
| 8 | OSCR |
Oscar Health, Inc.
|
27 | $770 |
All Filings in CVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,827 | 66 | Shares | Sole | 2026-07-24 | |
| 2023-12-31 | $3,158 | 40 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,792 | 40 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $2,765 | 40 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $2,972 | 40 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||