Prospera Financial Services Inc

Position in CVS — CVS HEALTH Corp

CIK 1541625 Dallas, TX

Position in CVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,869,134

+$540,752 QoQ

Shares Held

18,068

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#761

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Prospera Financial Services Inc holds $28,507,511 across 5 Healthcare Plans names. CVS ranks #3 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	42,278	$17,572,005
2	CNC	Centene Corp	126,175	$8,099,173
3	CVS	CVS HEALTH Corp This page	18,068	$1,869,134
4	ELV	Elevance Health, Inc.	1,282	$495,787
5	CI	Cigna Group	1,710	$471,412

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,869,134	18,068	-2.3%	Shares	Sole	2026-07-15
2026-03-31	$1,328,382	18,496	-6.3%	Shares	Sole	2026-04-14
2025-12-31	$1,566,883	19,744	-11.0%	Shares	Sole	2026-02-09
2025-09-30	$1,672,527	22,185	-6.5%	Shares	Sole	2025-11-06
2025-06-30	$1,636,757	23,728	+7.9%	Shares	Sole	2025-08-06
2025-03-31	$1,490,500	22,000	-20.6%	Shares	Sole	2025-05-15
2024-12-31	$1,243,632	27,704	-19.8%	Shares	Sole	2025-02-13
2024-09-30	$2,172,818	34,555	+5.8%	Shares	Sole	2024-11-07
2024-06-30	$1,928,131	32,647	-2.2%	Shares	Sole	2024-08-13
2024-03-31	$2,661,192	33,365	-7.6%	Shares	Sole	2024-08-13
2023-12-31	$2,851,561	36,114	-7.3%	Shares	Sole	2024-02-14
2023-09-30	$2,720,117	38,959	+15.1%	Shares	Sole	2023-11-13
2023-06-30	$2,340,810	33,861	-17.4%	Shares	Sole	2023-08-08
2023-03-31	$3,046,041	40,991	+62.7%	Shares	Sole	2023-05-12
2022-12-31	$2,347,735	25,193	-7.6%	Shares	Sole	2023-02-08
2022-09-30	$2,598,927	27,251	+1.1%	Shares	Sole	2022-10-27
2022-06-30	$2,496,538	26,943	-7.5%	Shares	Sole	2022-08-08
2022-03-31	$2,949,259	29,140	-9.0%	Shares	Sole	2022-05-04
2021-12-31	$3,303,699	32,025	+6.2%	Shares	Sole	2022-02-10
2021-09-30	$2,558,698	30,152	-1.9%	Shares	Sole	2021-11-12
2021-06-30	$2,564,862	30,739	-2.0%	Shares	Sole	2021-08-16
2021-03-31	$2,360,190	31,373	-1.1%	Shares	Sole	2021-05-06
2020-12-31	$2,166,202	31,716	+262.1%	Shares	Sole	2021-02-12
2020-09-30	$511,525	8,759	-64.6%	Shares	Sole	2020-11-04
2020-06-30	$1,608,137	24,752	+14.0%	Shares	Sole	2020-08-10
2020-03-31	$1,288,706	21,721	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.