Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,206
+$980 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,013
of 2,054 holders
Holding Since
Dec 2021
19 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, 2026PFS Partners, LLC holds $85,062 across 5 Healthcare Plans names. CVS ranks #4 (3.8% of the industry book) .
All Filings in CVS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,206 | 31 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,226 | 31 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,460 | 31 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $63,252 | 839 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $55,184 | 800 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $72,628 | 1,072 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $47,583 | 1,060 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $65,898 | 1,048 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $67,092 | 1,136 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $89,809 | 1,126 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $88,198 | 1,117 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $77,360 | 1,108 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $76,043 | 1,100 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $7,431 | 100 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $9,319 | 100 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $9,537 | 100 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $9,266 | 100 | Shares | Sole | 2023-12-01 | |
| 2022-03-31 | $13,764 | 136 | Shares | Sole | 2023-12-01 | |
| 2021-12-31 | $14,029 | 136 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||