Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$210,313
+$9,475 QoQ
Shares Held
2,033
-36.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,685
of 2,051 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Lynx Investment Advisory holds $785,959 across 2 Healthcare Plans names. CVS ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,385 | $575,646 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,033 | $210,313 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,313 | 2,033 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $200,838 | 3,194 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $202,988 | 3,437 | Shares | Other | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||