Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$960,635
+$305,997 QoQ
Shares Held
9,286
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#985
of 2,054 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Global Financial Private Client, LLC holds $1,348,416 across 2 Healthcare Plans names. CVS ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
9,286 | $960,635 | |
| 2 | UNH |
Unitedhealth Group Inc
|
933 | $387,781 |
All Filings in CVS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,635 | 9,286 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $654,638 | 9,115 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $695,986 | 8,770 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $453,168 | 6,011 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $187,599 | 2,769 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $122,549 | 2,730 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $170,656 | 2,714 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $160,288 | 2,714 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $241,593 | 3,029 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $243,986 | 3,090 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $344,910 | 4,940 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $341,502 | 4,940 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $1,645,594 | 22,145 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $2,125,291 | 22,806 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $1,915,029 | 20,080 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $1,818,174 | 19,622 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $1,655,998 | 16,362 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $1,399,778 | 13,569 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $1,033,255 | 12,176 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $992,351 | 11,893 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $719,800 | 9,568 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $655,133 | 9,592 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $575,999 | 9,863 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $613,446 | 9,442 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $537,292 | 9,056 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||