SEC 13F Intelligence

Strategic Planning, Inc. / CVS

Strategic Planning, Inc.’s Cvs Health Corp Position

Does Strategic Planning, Inc. own Cvs Health Corp (CVS)? Yes — 146.3K shares worth $11M (+5.27% of its 13F portfolio) as of Q1 2026, up from 144.6K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
146.3K
% of Portfolio
+5.27%
Quarters Held
4
currently held

Position History CVS

Reported value by quarter
Q2 ’25: $10MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $11MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026146.3K$11M+5.27%
Q4 2025144.6K$11M+6.18%
Q3 2025144.4K$11M+6.30%
Q2 2025145.4K$10M+5.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of CVS.