Planning Strategies Inc.

Position in CVS — CVS HEALTH Corp

CIK 2139665 LANCASTER, PA

Position in CVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,758

New position

Shares Held

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,972

of 2,051 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Planning Strategies Inc. holds $45,992 across 7 Healthcare Plans names. CVS ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	53	$22,028
2	CVS	CVS HEALTH Corp This page	75	$7,758
3	ELV	Elevance Health, Inc.	12	$4,640
4	CNC	Centene Corp	58	$3,723
5	CI	Cigna Group	13	$3,583
6	HUM	Humana Inc	9	$3,574
7	MOH	Molina Healthcare, Inc.	3	$686

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,758	75	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.