Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$77,794
+$26,371 QoQ
Shares Held
752
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,807
of 2,051 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Ares Financial Consulting, LLC holds $459,120 across 8 Healthcare Plans names. CVS ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
419 | $174,148 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
752 | $77,794 | |
| 3 | OSCR |
Oscar Health, Inc.
|
2,243 | $63,970 | |
| 4 | ELV |
Elevance Health, Inc.
|
165 | $63,810 | |
| 5 | CI |
Cigna Group
|
194 | $53,481 | |
| 6 | HUM |
Humana Inc
|
28 | $11,122 | |
| 7 | CNC |
Centene Corp
|
145 | $9,307 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
24 | $5,488 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,794 | 752 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $51,423 | 716 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $28,807 | 363 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||