Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$994,464
+$349,377 QoQ
Shares Held
9,613
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#963
of 2,051 holders
Holding Since
Sep 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, 2026IFS Group,LLC holds $1,277,923 across 2 Healthcare Plans names. CVS ranks #1 (77.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
9,613 | $994,464 | |
| 2 | UNH |
Unitedhealth Group Inc
|
682 | $283,459 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,464 | 9,613 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $645,087 | 8,982 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $697,583 | 9,253 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||