Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$139,657
+$31,425 QoQ
Shares Held
1,350
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,750
of 2,054 holders
Holding Since
Dec 2024
7 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, 2026PINNEY & SCOFIELD, INC. holds $287,205 across 2 Healthcare Plans names. CVS ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
355 | $147,548 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
1,350 | $139,657 |
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,657 | 1,350 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $108,232 | 1,507 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $119,595 | 1,507 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $124,921 | 1,657 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $136,718 | 1,982 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $147,830 | 2,182 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $111,416 | 2,482 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||