Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$296,591
+$90,684 QoQ
Shares Held
2,867
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,497
of 2,054 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, 2026Basecamp Wealth Advisors LLC holds $2,318,169 across 9 Healthcare Plans names. CVS ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,312 | $960,936 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,867 | $296,591 | |
| 3 | HUM |
Humana Inc
|
735 | $291,956 | |
| 4 | ELV |
Elevance Health, Inc.
|
679 | $262,589 | |
| 5 | CI |
Cigna Group
|
943 | $259,966 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
647 | $147,968 | |
| 7 | CNC |
Centene Corp
|
1,327 | $85,180 | |
| 8 | OSCR |
Oscar Health, Inc.
|
430 | $12,263 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,591 | 2,867 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $205,907 | 2,867 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $235,778 | 2,971 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||