Godfrey Financial Associates, Inc.

Position in CVS — CVS HEALTH Corp

CIK 2097943 GLENMONT, NY

Position in CVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$51,828

+$17,499 QoQ

Shares Held

501

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,846

of 2,051 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Godfrey Financial Associates, Inc. holds $105,159 across 6 Healthcare Plans names. CVS ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	501	$51,828
2	UNH	Unitedhealth Group Inc	115	$47,797
3	CI	Cigna Group	12	$3,308
4	ALHC	Alignment Healthcare, Inc.	47	$1,119
5	HUM	Humana Inc	2	$794
6	OSCR	Oscar Health, Inc.	11	$313

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,828	501	+4.8%	Shares	Sole	2026-08-11
2026-03-31	$34,329	478	0.0%	Shares	Sole	2026-05-12
2025-12-31	$37,934	478	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.