Synergy Investment Management, LLC
Position in CVS — CVS HEALTH Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,965
+$14,221 QoQ
Shares Held
193
+141.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,931
of 2,051 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Synergy Investment Management, LLC holds $942,726 across 6 Healthcare Plans names. CVS ranks #2 (2.1% of the industry book) .
All Filings in CVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,965 | 193 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,744 | 80 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,439 | 36 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,616 | 36 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||