Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,965
-$20,348 QoQ
Shares Held
106
-75.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,956
of 2,051 holders
Holding Since
Dec 2025
3 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, 2026Investors Portfolio Services LLC holds $22,042 across 3 Healthcare Plans names. CVS ranks #1 (49.7% of the industry book) .
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,965 | 106 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,313 | 436 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $50,155 | 632 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||