Position in CVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,807,064
+$1,142,370 QoQ
Shares Held
17,468
+88.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#779
of 2,054 holders
Holding Since
Mar 2026
2 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, 2026Emerald Investment Advisers, LLC holds $14,788,228 across 3 Healthcare Plans names. CVS ranks #2 (12.2% of the industry book) .
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,807,064 | 17,468 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $664,694 | 9,255 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||