Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$392,489
+$120,004 QoQ
Shares Held
3,794
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,358
of 2,058 holders
Holding Since
Jun 2025
5 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, 2026LANDAAS & CO /WI /ADV holds $663,895 across 2 Healthcare Plans names. CVS ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,794 | $392,489 | |
| 2 | UNH |
Unitedhealth Group Inc
|
653 | $271,406 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,489 | 3,794 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $272,485 | 3,794 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $301,091 | 3,794 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $286,029 | 3,794 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $261,710 | 3,794 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||