Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$263,073
+$61,261 QoQ
Shares Held
2,543
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,550
of 2,054 holders
Holding Since
Mar 2025
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 Jun 30, 2026POINCIANA ADVISORS GROUP, LLC holds $709,129 across 2 Healthcare Plans names. CVS ranks #2 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
6,949 | $446,056 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,543 | $263,073 |
All Filings in CVS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,073 | 2,543 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $201,812 | 2,543 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $347,383 | 5,036 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $225,743 | 3,332 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||