Cambridge Investment Research Advisors, Inc.
Position in CVS — CVS HEALTH Corp
CIK 1419186
FAIRFIELD, IA
Position in CVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$22,202,335
+$6,715,789 QoQ
Shares Held
214,619
-0.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#275
of 2,054 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $101,521,577 across 10 Healthcare Plans names. CVS ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
127,862 | $53,143,283 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
214,619 | $22,202,335 | |
| 3 | ELV |
Elevance Health, Inc.
|
30,940 | $11,965,426 | |
| 4 | CI |
Cigna Group
|
36,146 | $9,964,729 | |
| 5 | HUM |
Humana Inc
|
3,367 | $1,337,439 | |
| 6 | OSCR |
Oscar Health, Inc.
|
39,039 | $1,113,392 | |
| 7 | CNC |
Centene Corp
|
11,075 | $710,904 | |
| 8 | PGNY |
Progyny, Inc.
|
23,932 | $689,959 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,202,335 | 214,619 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $15,486,546 | 215,630 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $16,920,345 | 213,210 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,341,035 | 203,489 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,141,382 | 205,007 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,270,260 | 195,871 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,001,971 | 200,534 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,567,806 | 215,773 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $15,930,962 | 269,742 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $26,408,376 | 331,098 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $26,447,494 | 334,948 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $25,833,190 | 369,997 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $25,771,110 | 372,792 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $25,298,913 | 340,451 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,610,864 | 328,478 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $30,523,836 | 320,057 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $30,435,010 | 328,459 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $34,739,016 | 343,237 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $34,123,058 | 330,778 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $27,726,562 | 326,733 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $27,381,670 | 328,160 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $24,945,515 | 331,590 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $20,724,200 | 303,429 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $14,493,128 | 248,170 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $21,119,473 | 325,065 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $19,759,915 | 333,051 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||