Financial Perspectives, Inc

Position in CVS — CVS HEALTH Corp

CIK 2003287 MINNEAPOLIS, MN

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$73,242

+$22,394 QoQ

Shares Held

708

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,812

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Financial Perspectives, Inc holds $2,061,080 across 5 Healthcare Plans names. CVS ranks #3 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,284	$1,780,558
2	CI	Cigna Group	380	$104,758
3	CVS	CVS HEALTH Corp This page	708	$73,242
4	ELV	Elevance Health, Inc.	135	$52,208
5	MOH	Molina Healthcare, Inc.	220	$50,314

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,242	708	0.0%	Shares	Sole	2026-07-24
2026-03-31	$50,848	708	0.0%	Shares	Sole	2026-05-11
2025-12-31	$56,186	708	0.0%	Shares	Sole	2026-01-28
2025-09-30	$53,376	708	0.0%	Shares	Sole	2025-10-22
2025-06-30	$48,837	708	-12.0%	Shares	Sole	2025-07-30
2025-03-31	$54,538	805	0.0%	Shares	Sole	2025-04-18
2024-12-31	$36,136	805	+137.5%	Shares	Sole	2025-02-03
2024-09-30	$21,316	339	0.0%	Shares	Sole	2024-10-17
2024-06-30	$20,021	339	0.0%	Shares	Sole	2024-08-09
2024-03-31	$27,038	339	-13.5%	Shares	Sole	2024-04-19
2023-12-31	$30,952	392	+8.6%	Shares	Sole	2024-02-01
2023-09-30	$25,205	361	0.0%	Shares	Sole	2024-01-10
2023-06-30	$24,955	361	+0.3%	Shares	Sole	2024-01-10
2023-03-31	$26,751	360	-10.0%	Shares	Sole	2024-01-10
2022-12-31	$37,276	400	+0.3%	Shares	Sole	2024-01-10
2022-09-30	$38,052	399	+10.2%	Shares	Sole	2024-01-10
2022-06-30	$33,542	362	0.0%	Shares	Sole	2024-01-10
2022-03-31	$36,638	362	0.0%	Shares	Sole	2024-01-10
2021-12-31	$37,343	362	+0.3%	Shares	Sole	2024-01-10
2021-09-30	$30,634	361	0.0%	Shares	Sole	2024-01-10
2021-06-30	$30,121	361	-98.7%	Shares	Sole	2024-01-10
2021-03-31	$361	27,158	+6881.5%	Shares	Sole	2024-01-10
2020-12-31	$26,568	389	-9.7%	Shares	Sole	2024-01-10
2020-09-30	$25,170	431	0.0%	Shares	Sole	2024-01-10
2020-06-30	$28,002	431	+65.1%	Shares	Sole	2024-01-10
2020-03-31	$15,485	261	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.