Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,146,329
-$4,108,977 QoQ
Shares Held
11,081
-83.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#921
of 2,054 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $3,175,434 across 2 Healthcare Plans names. CVS ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,882 | $2,029,105 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
11,081 | $1,146,329 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,329 | 11,081 | Shares | Sole | 2026-08-11 | |
| 2024-03-31 | $5,255,306 | 65,889 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,329,563 | 67,497 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||