Compound Planning, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1978879 NEW YORK, NY

Position in CVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,373,193

+$997,388 QoQ

Shares Held

32,607

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#623

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

Compound Planning, Inc. holds $11,482,987 across 7 Healthcare Plans names. CVS ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	13,585	$5,646,332
2	CVS	CVS HEALTH Corp This page	32,607	$3,373,193
3	CI	Cigna Group	2,662	$733,860
4	ELV	Elevance Health, Inc.	1,811	$700,368
5	HUM	Humana Inc	1,342	$533,068
6	CNC	Centene Corp	3,870	$248,414
7	OSCR	Oscar Health, Inc.	8,687	$247,752

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,373,193	32,607	-1.4%	Shares	Sole	2026-08-04
2026-03-31	$2,375,805	33,080	-2.5%	Shares	Sole	2026-05-14
2025-12-31	$2,693,002	33,934	+49.3%	Shares	Defined	2026-02-19
2025-09-30	$1,713,237	22,725	+7.0%	Shares	Sole	2025-11-10
2025-06-30	$1,465,411	21,244	-4.4%	Shares	Sole	2025-08-14
2025-03-31	$1,505,608	22,223	+53.0%	Shares	Sole	2025-05-14
2024-12-31	$652,206	14,529	-28.7%	Shares	Sole	2025-01-17
2024-09-30	$1,281,745	20,384	+11.7%	Shares	Sole	2024-10-08
2024-06-30	$1,078,258	18,257	-1.6%	Shares	Sole	2024-07-26
2024-03-31	$1,480,026	18,556	+24.4%	Shares	Sole	2024-05-07
2023-12-31	$1,177,372	14,911	+32.4%	Shares	Sole	2024-02-08
2023-09-30	$786,592	11,266	-26.7%	Shares	Sole	2023-11-09
2023-06-30	$1,062,320	15,367	+102.2%	Shares	Sole	2023-08-03
2023-03-31	$564,830	7,601	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.