Position in CVS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$212,796
New position
Shares Held
2,057
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,678
of 2,054 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Yoffe Investment Management, LLC holds $1,068,162 across 2 Healthcare Plans names. CVS ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,058 | $855,366 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,057 | $212,796 |
All Filings in CVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,796 | 2,057 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||