Position in CVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,091,087
+$407,792 QoQ
Shares Held
10,547
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#934
of 2,054 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Persium Advisors, LLC holds $2,259,007 across 2 Healthcare Plans names. CVS ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,810 | $1,167,920 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
10,547 | $1,091,087 |
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,091,087 | 10,547 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $683,295 | 9,514 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $715,906 | 9,021 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $721,557 | 9,571 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $621,509 | 9,010 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $557,243 | 8,225 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $322,759 | 7,190 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||