RICHARDSON FINANCIAL SERVICES INC.

Position in CVS — CVS HEALTH Corp

CIK 2012303 MEDWAY, MA

Position in CVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$14,483

+$2,992 QoQ

Shares Held

140

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,946

of 2,054 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $327,843 across 4 Healthcare Plans names. CVS ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	698	$290,108
2	ELV	Elevance Health, Inc.	53	$20,496
3	CVS	CVS HEALTH Corp This page	140	$14,483
4	CI	Cigna Group	10	$2,756

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,483	140	-12.5%	Shares	Sole	2026-08-10
2026-03-31	$11,491	160	+3.2%	Shares	Sole	2026-05-04
2025-12-31	$12,300	155	+287.5%	Shares	Sole	2026-01-22
2025-09-30	$3,015	40	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.