Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$413,075
+$126,801 QoQ
Shares Held
3,993
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,331
of 2,051 holders
Holding Since
Jun 2024
8 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, 2026Optivise Advisory Services LLC holds $632,943 across 2 Healthcare Plans names. CVS ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,993 | $413,075 | |
| 2 | UNH |
Unitedhealth Group Inc
|
529 | $219,868 |
All Filings in CVS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,075 | 3,993 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $286,274 | 3,986 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $316,567 | 3,989 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $301,333 | 3,997 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $272,195 | 3,946 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $267,680 | 3,951 | Shares | Sole | 2025-04-18 | |
| 2024-09-30 | $258,562 | 4,112 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $226,199 | 3,830 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||