Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$189,623
+$58,121 QoQ
Shares Held
1,833
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,717
of 2,051 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, 2026PlanVest Financial, Inc holds $264,607 across 2 Healthcare Plans names. CVS ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
1,833 | $189,623 | |
| 2 | CI |
Cigna Group
|
272 | $74,984 |
All Filings in CVS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,623 | 1,833 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $131,502 | 1,831 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||