Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,029
New position
Shares Held
706
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,816
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, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $355,315 across 10 Healthcare Plans names. CVS ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
339 | $140,885 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
706 | $73,029 | |
| 3 | ELV |
Elevance Health, Inc.
|
119 | $46,015 | |
| 4 | CNC |
Centene Corp
|
537 | $34,462 | |
| 5 | CI |
Cigna Group
|
108 | $29,767 | |
| 6 | HUM |
Humana Inc
|
37 | $14,692 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
46 | $10,517 | |
| 8 | PGNY |
Progyny, Inc.
|
136 | $3,920 |
All Filings in CVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,029 | 706 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||