SmartHarvest Portfolios, LLC

Position in CVS — CVS HEALTH Corp

CIK 2066604 SEATTLE, WA

Position in CVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$456,835

+$239,508 QoQ

Shares Held

4,416

+45.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,277

of 2,051 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

SmartHarvest Portfolios, LLC holds $2,124,309 across 5 Healthcare Plans names. CVS ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,793	$745,224
2	CVS	CVS HEALTH Corp This page	4,416	$456,835
3	CI	Cigna Group	1,474	$406,352
4	ELV	Elevance Health, Inc.	810	$313,251
5	CNC	Centene Corp	3,157	$202,647

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,835	4,416	+45.9%	Shares	Sole	2026-08-04
2026-03-31	$217,327	3,026	-10.6%	Shares	Sole	2026-04-21
2025-12-31	$268,633	3,385	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.