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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CVS holding history

CVS Health Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q2 2026)
332,113
Value
$34.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CVS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026332,113$34.4M<0.1%+67,048+25.3%AddedHolders
Q1 2026265,065$19.0M<0.1%+22,362+9.2%AddedHolders
Q4 2025242,703$19.3M<0.1%+57,084+30.8%AddedHolders
Q3 2025185,619$14.0M<0.1%−2,218−1.2%ReducedHolders
Q2 2025187,837$13.0M<0.1%−45,056−19.3%ReducedHolders
Q1 2025232,893$15.8M<0.1%+16,490+7.6%AddedHolders
Q4 2024216,403$9.71M<0.1%−34,488−13.7%ReducedHolders
Q3 2024250,891$15.8M<0.1%+47,737+23.5%AddedHolders
Q2 2024203,154$12.0M<0.1%−51,042−20.1%ReducedHolders
Q1 2024254,196$20.3M<0.1%+17,111+7.2%AddedHolders
Q4 2023237,085$18.7M<0.1%−8,454−3.4%ReducedHolders
Q3 2023245,539$17.1M<0.1%+61,205+33.2%AddedHolders
Q2 2023184,334$12.7M<0.1%+9,656+5.5%AddedHolders
Q1 2023174,678$13.0M<0.1%−5,424−3.0%ReducedHolders
Q4 2022180,102$16.8M<0.1%+9,816+5.8%AddedHolders
Q3 2022170,286$16.2M<0.1%−4,083−2.3%ReducedHolders
Q2 2022174,369$16.2M<0.1%+33,675+23.9%AddedHolders
Q1 2022140,694$14.2M<0.1%+10,688+8.2%AddedHolders
Q4 2021130,006$13.4M<0.1%−795−0.6%ReducedHolders
Q3 2021130,801$11.1M<0.1%−6,343−4.6%ReducedHolders
Q2 2021137,144$11.4M<0.1%−17,286−11.2%ReducedHolders
Q1 2021154,430$11.6M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.