Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$344,281
+$115,176 QoQ
Shares Held
3,328
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,423
of 2,051 holders
Holding Since
Dec 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, 2026S Harris Financial Group, LLC holds $344,281 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,328 | $344,281 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,281 | 3,328 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $229,105 | 3,190 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $203,955 | 2,570 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||