Position in CVS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,970,565
+$2,015,891 QoQ
Shares Held
48,048
+16.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#513
of 2,054 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $32,594,540 across 7 Healthcare Plans names. CVS ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
36,707 | $15,256,530 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
48,048 | $4,970,565 | |
| 3 | ELV |
Elevance Health, Inc.
|
9,403 | $3,636,422 | |
| 4 | CI |
Cigna Group
|
12,551 | $3,460,059 | |
| 5 | HUM |
Humana Inc
|
6,495 | $2,579,943 | |
| 6 | CNC |
Centene Corp
|
35,702 | $2,291,711 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,746 | $399,310 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,970,565 | 48,048 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,954,674 | 41,140 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,385,894 | 42,665 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,942,924 | 39,036 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,773,133 | 40,202 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,650,302 | 53,879 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,246,460 | 27,767 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,962,339 | 47,111 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $21,065,993 | 356,688 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $34,362,681 | 430,826 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $34,991,281 | 443,152 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $41,432,305 | 593,416 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $44,033,528 | 636,967 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $47,391,128 | 637,749 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $58,667,018 | 629,542 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $60,646,832 | 635,911 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $58,851,701 | 635,136 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $65,914,024 | 651,260 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $70,131,881 | 679,836 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $57,521,078 | 677,835 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $57,057,773 | 683,818 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $51,135,937 | 679,728 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $47,296,247 | 692,478 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $41,786,893 | 715,529 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $46,205,559 | 711,183 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $41,289,467 | 695,929 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||