Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,344
-$20 QoQ
Shares Held
13
-31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,031
of 2,054 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Bare Financial Services, Inc holds $28,266 across 8 Healthcare Plans names. CVS ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
25 | $10,390 | |
| 2 | ELV |
Elevance Health, Inc.
|
19 | $7,347 | |
| 3 | CI |
Cigna Group
|
17 | $4,686 | |
| 4 | CVS |
CVS HEALTH Corp
This page
|
13 | $1,344 | |
| 5 | CLOV |
Clover Health Investments, Corp. /De
|
254 | $1,330 | |
| 6 | HUM |
Humana Inc
|
3 | $1,191 | |
| 7 | PGNY |
Progyny, Inc.
|
37 | $1,066 | |
| 8 | OSCR |
Oscar Health, Inc.
|
32 | $912 |
All Filings in CVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,344 | 13 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,364 | 19 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,174 | 40 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,808 | 24 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,241 | 18 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||