Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$710,080
+$160,801 QoQ
Shares Held
6,864
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,112
of 2,054 holders
Holding Since
Mar 2023
14 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, 2026Empire Financial Management Company, LLC holds $913,738 across 2 Healthcare Plans names. CVS ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
6,864 | $710,080 | |
| 2 | UNH |
Unitedhealth Group Inc
|
490 | $203,658 |
All Filings in CVS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,080 | 6,864 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $549,279 | 7,648 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $573,217 | 7,223 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $542,657 | 7,198 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $496,518 | 7,198 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $355,077 | 5,241 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $235,268 | 5,241 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $299,686 | 4,766 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $311,600 | 5,276 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $622,845 | 7,809 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $606,728 | 7,684 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,023,700 | 14,662 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,477,826 | 35,843 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,474,374 | 33,298 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||