Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$328,660
+$117,151 QoQ
Shares Held
3,177
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,444
of 2,051 holders
Holding Since
Mar 2026
2 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, 2026Asset Planning,Inc holds $506,078 across 4 Healthcare Plans names. CVS ranks #1 (64.9% of the industry book) .
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,660 | 3,177 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $211,509 | 2,945 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||