Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$237,210
+$34,478 QoQ
Shares Held
2,293
-22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,618
of 2,051 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MJP ASSOCIATES INC /ADV holds $1,901,808 across 2 Healthcare Plans names. CVS ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,005 | $1,664,598 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,293 | $237,210 |
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,210 | 2,293 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $202,732 | 2,939 | Shares | Sole | 2025-08-08 | |
| 2023-06-30 | $248,314 | 3,592 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $331,719 | 4,464 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $411,061 | 4,411 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $411,998 | 4,320 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $350,440 | 3,782 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $375,590 | 3,711 | Shares | Sole | 2022-04-19 | |
| 2020-12-31 | $222,931 | 3,264 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||