Position in CVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,996,531
+$1,849,092 QoQ
Shares Held
48,299
+10.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.91%
of 13F equity value
Holder Rank
#510
of 2,054 holders
Holding Since
Sep 2025
4 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, 2026ABLE Financial Group, LLC holds $5,407,569 across 2 Healthcare Plans names. CVS ranks #1 (92.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
48,299 | $4,996,531 | |
| 2 | CI |
Cigna Group
|
1,491 | $411,038 |
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,996,531 | 48,299 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,147,439 | 43,824 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,574,771 | 45,045 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,108,103 | 41,227 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||