Position in CVS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$16,241
+$4,966 QoQ
Shares Held
157
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,940
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, 2026DiNuzzo Private Wealth, Inc. holds $145,943 across 8 Healthcare Plans names. CVS ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
152 | $58,782 | |
| 2 | UNH |
Unitedhealth Group Inc
|
129 | $53,616 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
157 | $16,241 | |
| 4 | CI |
Cigna Group
|
38 | $10,475 | |
| 5 | CNC |
Centene Corp
|
52 | $3,337 | |
| 6 | HUM |
Humana Inc
|
7 | $2,780 | |
| 7 | OSCR |
Oscar Health, Inc.
|
17 | $484 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
1 | $228 |
All Filings in CVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,241 | 157 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $11,275 | 157 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $12,538 | 158 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $11,760 | 156 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $10,622 | 154 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,298 | 152 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,060 | 135 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,557 | 152 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,610 | 95 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,939 | 87 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,027 | 89 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||