Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,789,891
+$1,029,461 QoQ
Shares Held
17,302
+63.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#782
of 2,054 holders
Holding Since
Dec 2023
11 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, 2026Frank, Rimerman Advisors LLC holds $10,267,239 across 6 Healthcare Plans names. CVS ranks #2 (17.4% of the industry book) .
All Filings in CVS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,789,891 | 17,302 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $760,430 | 10,588 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,155,957 | 14,566 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $789,861 | 10,477 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $724,358 | 10,501 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $913,879 | 13,489 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $529,118 | 11,787 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $453,742 | 7,216 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $550,675 | 9,324 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,896 | 99 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,817 | 99 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||