Position in CVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$381,627
-$134,266 QoQ
Shares Held
3,689
-46.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,371
of 2,058 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,163,427 across 2 Healthcare Plans names. CVS ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,881 | $781,800 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,689 | $381,627 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,627 | 3,689 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $515,893 | 6,843 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||