Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,176,174
+$690,219 QoQ
Shares Held
21,036
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#726
of 2,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026AdvisorNet Financial, Inc holds $7,277,105 across 8 Healthcare Plans names. CVS ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
9,604 | $3,991,710 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
21,036 | $2,176,174 | |
| 3 | MOH |
Molina Healthcare, Inc.
|
1,992 | $455,570 | |
| 4 | CNC |
Centene Corp
|
6,109 | $392,136 | |
| 5 | ELV |
Elevance Health, Inc.
|
368 | $142,316 | |
| 6 | CI |
Cigna Group
|
272 | $74,984 | |
| 7 | OSCR |
Oscar Health, Inc.
|
1,230 | $35,079 | |
| 8 | HUM |
Humana Inc
|
23 | $9,136 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176,174 | 21,036 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,485,955 | 20,690 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,651,481 | 20,810 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,619,226 | 21,478 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $230,945 | 3,348 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $232,721 | 3,435 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $197,471 | 4,399 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $321,945 | 5,120 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $393,221 | 6,658 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $558,718 | 7,005 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $423,462 | 5,363 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $446,498 | 6,395 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $538,730 | 7,793 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,218,386 | 16,396 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,511,541 | 16,220 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,547,282 | 16,224 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,453,186 | 15,683 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,032,443 | 10,201 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,234,722 | 11,969 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,719,772 | 20,266 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,462,898 | 29,517 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,181,670 | 29,000 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,962,259 | 28,730 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,617,855 | 27,703 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,521,337 | 23,416 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $1,048,005 | 17,664 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||