PDS Planning, Inc

Position in CVS — CVS HEALTH Corp

CIK 838618 DUBLIN, OH

Position in CVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$600,734

+$231,149 QoQ

Shares Held

5,807

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,171

of 2,051 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PDS Planning, Inc holds $4,832,455 across 6 Healthcare Plans names. CVS ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,369	$2,231,517
2	ELV	Elevance Health, Inc.	1,973	$763,018
3	CVS	CVS HEALTH Corp This page	5,807	$600,734
4	CI	Cigna Group	2,160	$595,468
5	MOH	Molina Healthcare, Inc.	1,713	$391,763
6	CNC	Centene Corp	3,894	$249,955

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,734	5,807	+12.8%	Shares	Sole	2026-08-05
2026-03-31	$369,585	5,146	-12.9%	Shares	Sole	2026-04-22
2025-12-31	$468,620	5,905	+18.2%	Shares	Sole	2026-01-26
2025-09-30	$376,497	4,994	+4.5%	Shares	Sole	2025-10-21
2025-06-30	$329,655	4,779	+10.6%	Shares	Sole	2025-07-24
2025-03-31	$292,680	4,320	+11.8%	Shares	Sole	2025-04-24
2024-09-30	$242,968	3,864	-3.0%	Shares	Sole	2024-10-30
2024-03-31	$317,763	3,984	+12.4%	Shares	Sole	2024-05-01
2023-12-31	$279,755	3,543	+6.8%	Shares	Sole	2024-02-01
2023-09-30	$231,523	3,316	-7.0%	Shares	Sole	2023-10-23
2023-06-30	$246,379	3,564	+7.7%	Shares	Sole	2023-07-21
2023-03-31	$245,891	3,309	+61.0%	Shares	Sole	2023-05-02
2022-03-31	$207,986	2,055	-26.5%	Shares	Sole	2022-04-18
2021-12-31	$288,435	2,796	+0.3%	Shares	Sole	2022-01-25
2021-09-30	$236,589	2,788	+12.8%	Shares	Sole	2021-10-22
2021-06-30	$206,180	2,471	-24.7%	Shares	Sole	2021-07-26
2021-03-31	$246,754	3,280	-4.4%	Shares	Sole	2021-04-20
2020-12-31	$234,405	3,432	—	Shares	Sole	2021-01-21
No filing history on record for this holder in this stock.