Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,558,059
+$1,087,811 QoQ
Shares Held
34,394
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#598
of 2,054 holders
Holding Since
Mar 2021
22 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, 2026BENEDICT FINANCIAL ADVISORS INC holds $7,212,135 across 3 Healthcare Plans names. CVS ranks #1 (49.3% of the industry book) .
All Filings in CVS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,558,059 | 34,394 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,470,248 | 34,395 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,708,477 | 34,129 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,503,174 | 33,203 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,265,165 | 32,838 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,226,400 | 32,862 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,663,354 | 37,054 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,828,845 | 44,988 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,713,629 | 45,947 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,622,300 | 45,415 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,514,430 | 44,509 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,948,219 | 42,226 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,076,112 | 30,032 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $962,017 | 12,946 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $445,727 | 4,783 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $452,816 | 4,748 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $441,339 | 4,763 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $482,670 | 4,769 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $489,906 | 4,749 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $401,302 | 4,729 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $309,478 | 3,709 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $215,458 | 2,864 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||