Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$555,940
+$168,041 QoQ
Shares Held
5,374
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,198
of 2,051 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Root Financial Partners, LLC holds $2,172,692 across 4 Healthcare Plans names. CVS ranks #2 (25.6% of the industry book) .
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,940 | 5,374 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $387,899 | 5,401 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $445,209 | 5,610 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $410,875 | 5,450 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $373,802 | 5,419 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $342,611 | 5,057 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $248,421 | 5,534 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||