Position in CVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$231,934
New position
Shares Held
2,242
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,633
of 2,054 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Storen Legacy Partners, LLC holds $460,878 across 2 Healthcare Plans names. CVS ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
2,242 | $231,934 | |
| 2 | ELV |
Elevance Health, Inc.
|
592 | $228,944 |
All Filings in CVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,934 | 2,242 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||