PFG Investments, LLC

Position in CVS — CVS HEALTH Corp

CIK 1973224 WOODBURY, NY

Position in CVS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,751,511

+$443,597 QoQ

Shares Held

16,931

-7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#789

of 2,054 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PFG Investments, LLC holds $7,638,805 across 6 Healthcare Plans names. CVS ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	10,130	$4,210,331
2	CVS	CVS HEALTH Corp This page	16,931	$1,751,511
3	ELV	Elevance Health, Inc.	1,685	$651,640
4	CI	Cigna Group	1,838	$506,699
5	CNC	Centene Corp	4,563	$292,898
6	MOH	Molina Healthcare, Inc.	987	$225,726

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,751,511	16,931	-7.0%	Shares	Sole	2026-07-23
2026-03-31	$1,307,914	18,211	-6.2%	Shares	Sole	2026-04-27
2025-12-31	$1,541,409	19,423	-2.0%	Shares	Sole	2026-01-26
2025-09-30	$1,494,682	19,826	+5.6%	Shares	Sole	2025-10-31
2025-06-30	$1,295,237	18,777	-2.9%	Shares	Sole	2025-07-18
2025-03-31	$1,309,810	19,333	-29.7%	Shares	Sole	2025-04-22
2024-12-31	$1,235,327	27,519	-0.5%	Shares	Sole	2025-01-22
2024-09-30	$1,738,757	27,652	-10.4%	Shares	Sole	2024-10-24
2024-06-30	$1,822,945	30,866	-7.1%	Shares	Sole	2024-08-07
2024-03-31	$2,648,670	33,208	+37.1%	Shares	Sole	2024-04-22
2023-12-31	$1,912,332	24,219	-1.4%	Shares	Sole	2024-01-17
2023-09-30	$1,715,267	24,567	+10.0%	Shares	Sole	2023-11-06
2023-06-30	$1,543,811	22,332	+11.5%	Shares	Sole	2023-08-03
2023-03-31	$1,488,577	20,032	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.