| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE HIGH DIVIDEND ETF | 11 | Q2 2024 | 56.1% |
| LUMIRADX LTD | 11 | Q2 2024 | 43.5% |
| HEALTH CATALYST INC | 11 | Q2 2024 | 1.1% |
| PRUDENTIAL FINANCIAL INC | 11 | Q2 2024 | 0.3% |
| VANGUARD WHITEHALL FDS | 10 | Q2 2024 | 19.9% |
| SPDR S P 500 ETF TRUST | 6 | Q2 2024 | 72.3% |
| SCHWAB STRATEGIC TR US DIV | 4 | Q4 2022 | 19.3% |
| CONSUMER STAPLES SPDR | 3 | Q3 2023 | 12.5% |
| ENERGY SELECT SECTOR SPDR | 3 | Q3 2023 | 7.3% |
| ISHARES | 3 | Q3 2023 | 0.1% |
View CVS HEALTH Corp's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| UNIVERSAL AMERICAN CORP. | January 07, 2011 | 41,732,336 | 55.2% |
View CVS HEALTH Corp's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 3 | 2024-09-19 |
| 4 | 2024-09-03 |
| 13F-HR | 2024-08-09 |
| 10-Q | 2024-08-07 |
| 8-K | 2024-08-07 |
| 11-K | 2024-06-20 |
| S-8 | 2024-05-23 |
| 8-K | 2024-05-22 |
| 4 | 2024-05-17 |
| 4 | 2024-05-17 |
View CVS HEALTH Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.