Smartleaf Asset Management LLC

Position in CVS — CVS HEALTH Corp

CIK 2010393 BOSTON, MA

Position in CVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,812,288

+$859,862 QoQ

Shares Held

27,185

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#675

of 2,054 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $10,888,369 across 11 Healthcare Plans names. CVS ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	9,947	$4,134,271
2	CVS	CVS HEALTH Corp This page	27,185	$2,812,288
3	CI	Cigna Group	5,483	$1,511,553
4	ELV	Elevance Health, Inc.	2,988	$1,155,549
5	HUM	Humana Inc	1,529	$607,349
6	CNC	Centene Corp	6,508	$417,748
7	MOH	Molina Healthcare, Inc.	903	$206,516
8	ALHC	Alignment Healthcare, Inc.	889	$21,167

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,812,288	27,185	0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,952,426	27,185	+4.5%	Shares	Sole	2026-05-15
2025-12-31	$2,065,026	26,021	+27.6%	Shares	Sole	2026-02-13
2025-09-30	$1,536,825	20,385	+35.4%	Shares	Sole	2025-11-05
2025-06-30	$1,038,769	15,059	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$1,009,136	14,895	+38.9%	Shares	Sole	2025-05-14
2024-12-31	$481,445	10,725	+7.6%	Shares	Sole	2025-02-05
2024-09-30	$626,599	9,965	-11.5%	Shares	Sole	2024-11-13
2024-06-30	$664,661	11,254	+33.6%	Shares	Sole	2024-10-08
2024-03-31	$671,978	8,425	+23.9%	Shares	Sole	2024-10-07
2023-12-31	$537,085	6,802	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.