Bruce G. Allen Investments, LLC

Position in CVS — CVS HEALTH Corp

CIK 2005409 DENVER, CO

Position in CVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$125,691

+$37,425 QoQ

Shares Held

1,215

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,760

of 2,051 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $729,424 across 7 Healthcare Plans names. CVS ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	808	$335,829
2	CVS	CVS HEALTH Corp This page	1,215	$125,691
3	HUM	Humana Inc	271	$107,646
4	CNC	Centene Corp	1,149	$73,754
5	CI	Cigna Group	205	$56,514
6	ELV	Elevance Health, Inc.	74	$28,618
7	MOH	Molina Healthcare, Inc.	6	$1,372

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$125,691	1,215	-1.1%	Shares	Sole	2026-07-31
2026-03-31	$88,266	1,229	-6.9%	Shares	Sole	2026-05-08
2025-12-31	$104,755	1,320	-20.5%	Shares	Sole	2026-02-10
2025-09-30	$125,222	1,661	+0.4%	Shares	Sole	2025-10-30
2025-06-30	$114,161	1,655	-9.1%	Shares	Sole	2025-07-09
2025-03-31	$123,372	1,821	+6.2%	Shares	Sole	2025-04-14
2024-12-31	$76,941	1,714	+2.0%	Shares	Sole	2025-01-10
2024-09-30	$105,701	1,681	+13.1%	Shares	Sole	2024-10-08
2024-06-30	$87,763	1,486	-24.8%	Shares	Sole	2024-07-12
2024-03-31	$157,526	1,975	+2.7%	Shares	Sole	2024-04-10
2023-12-31	$151,919	1,924	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.