Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$804,220
+$35,387 QoQ
Shares Held
7,774
-27.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,059
of 2,051 holders
Holding Since
Mar 2020
25 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, 2026Focus Financial Network, Inc. holds $15,077,799 across 3 Healthcare Plans names. CVS ranks #2 (5.3% of the industry book) .
All Filings in CVS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,220 | 7,774 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $768,833 | 10,705 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $812,725 | 10,241 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $826,123 | 10,958 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $788,993 | 11,438 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $750,737 | 11,081 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $492,173 | 10,964 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,135,675 | 18,061 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,036,443 | 17,549 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,388,701 | 17,411 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $1,261,577 | 18,069 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $1,286,301 | 18,607 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $1,420,807 | 19,120 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $1,764,179 | 18,931 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $1,814,700 | 19,028 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $1,729,128 | 18,661 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $1,877,040 | 18,546 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $958,665 | 9,293 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $736,075 | 8,674 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $747,121 | 8,954 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $661,723 | 8,796 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $1,255,695 | 18,385 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $983,572 | 16,842 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $1,074,213 | 16,534 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $913,919 | 15,404 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||