Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,135,307
+$2,555,901 QoQ
Shares Held
78,640
+1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#419
of 2,051 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 94%
Shared 2%
None 4%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $51,784,816 across 5 Healthcare Plans names. CVS ranks #2 (15.7% 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 | $8,135,307 | 78,640 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,579,406 | 77,686 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,511,407 | 82,049 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||