ALTFEST L J & CO INC

Position in CVS — CVS HEALTH Corp

CIK 712050 NEW YORK, NY

Position in CVS

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

Position Value

$212,693

-$473,244 QoQ

Shares Held

2,056

-79.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,677

of 2,051 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ALTFEST L J & CO INC holds $5,663,213 across 5 Healthcare Plans names. CVS ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,788	$3,236,926
2	CNC	Centene Corp	21,145	$1,357,297
3	OSCR	Oscar Health, Inc.	19,624	$559,676
4	ELV	Elevance Health, Inc.	767	$296,621
5	CVS	CVS HEALTH Corp This page	2,056	$212,693

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,693	2,056	-79.3%	Shares	Sole	2026-07-30
2025-06-30	$685,937	9,944	+44.5%	Shares	Sole	2025-08-08
2023-12-31	$543,402	6,882	+134.3%	Shares	Sole	2024-01-18
2023-03-31	$218,248	2,937	-4.6%	Shares	Sole	2023-04-20
2022-12-31	$287,025	3,080	-28.6%	Shares	Sole	2023-02-02
2022-09-30	$411,521	4,315	+3.0%	Shares	Sole	2022-11-15
2022-06-30	$388,338	4,191	+7.5%	Shares	Sole	2022-08-04
2022-03-31	$394,719	3,900	-9.6%	Shares	Sole	2022-05-02
2021-12-31	$445,032	4,314	-1.6%	Shares	Sole	2022-01-24
2021-09-30	$372,111	4,385	-2.3%	Shares	Sole	2021-10-12
2021-06-30	$374,562	4,489	+1.3%	Shares	Sole	2021-07-28
2021-03-31	$333,419	4,432	+2.6%	Shares	Sole	2021-05-07
2020-12-31	$294,919	4,318	+0.4%	Shares	Sole	2021-01-21
2020-09-30	$251,120	4,300	+17.6%	Shares	Sole	2020-10-29
2020-06-30	$237,465	3,655	-59.5%	Shares	Sole	2020-07-21
2020-03-31	$535,749	9,030	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.