Position in CVS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$585,404
+$89,024 QoQ
Shares Held
8,151
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Optimize Financial Inc holds $1,468,380 across 3 Healthcare Plans names. CVS ranks #1 (39.9% of the industry book) .
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $585,404 | 8,151 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $496,380 | 7,196 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $490,916 | 7,246 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $366,212 | 8,158 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||