Taylor Financial Group, Inc.

Position in CVS — CVS HEALTH Corp

CIK 2012516 Roanoke, VA

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$210,417

-$69,776 QoQ

Shares Held

2,034

-54.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,686

of 2,054 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Taylor Financial Group, Inc. holds $1,093,220 across 3 Healthcare Plans names. CVS ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	1,740	$672,910
2	CVS	CVS HEALTH Corp This page	2,034	$210,417
3	UNH	Unitedhealth Group Inc	505	$209,893

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,417	2,034	-54.4%	Shares	Sole	2026-07-24
2024-09-30	$280,193	4,456	-5.4%	Shares	Sole	2024-11-12
2024-06-30	$278,231	4,711	-9.3%	Shares	Sole	2024-07-31
2024-03-31	$414,353	5,195	-9.7%	Shares	Sole	2024-05-14
2023-12-31	$454,020	5,750	—	Shares	Sole	2024-09-17
No filing history on record for this holder in this stock.