Aviance Capital Partners, LLC

Position in CVS — CVS HEALTH Corp

CIK 1542383 NAPLES, FL

Position in CVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$444,835

+$157,699 QoQ

Shares Held

4,300

+7.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,293

of 2,051 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Aviance Capital Partners, LLC holds $12,932,414 across 3 Healthcare Plans names. CVS ranks #3 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	16,642	$6,916,914
2	CI	Cigna Group	20,207	$5,570,665
3	CVS	CVS HEALTH Corp This page	4,300	$444,835

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,835	4,300	+7.6%	Shares	Sole	2026-07-31
2026-03-31	$287,136	3,998	-11.1%	Shares	Sole	2026-05-06
2025-12-31	$356,723	4,495	-0.2%	Shares	Sole	2026-02-06
2025-09-30	$339,405	4,502	+0.0%	Shares	Sole	2025-10-29
2025-06-30	$310,410	4,500	+0.0%	Shares	Sole	2025-08-05
2025-03-31	$304,807	4,499	-52.4%	Shares	Sole	2025-04-29
2024-09-30	$594,844	9,460	-5.0%	Shares	Sole	2024-11-07
2024-06-30	$588,001	9,956	-14.7%	Shares	Sole	2024-08-09
2024-03-31	$930,719	11,669	+6.5%	Shares	Sole	2024-04-18
2023-12-31	$865,322	10,959	+0.2%	Shares	Sole	2024-02-06
2023-09-30	$763,830	10,940	+9.7%	Shares	Sole	2023-11-07
2023-06-30	$689,710	9,977	+0.0%	Shares	Sole	2023-08-04
2023-03-31	$741,242	9,975	-1.5%	Shares	Sole	2023-05-11
2022-12-31	$943,455	10,124	+0.5%	Shares	Sole	2023-02-07
2022-09-30	$960,566	10,072	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$929,565	10,032	-1.5%	Shares	Sole	2022-08-08
2022-03-31	$1,030,419	10,181	+0.1%	Shares	Sole	2022-05-06
2021-12-31	$1,049,653	10,175	0.0%	Shares	Sole	2022-02-07
2021-09-30	$863,450	10,175	0.0%	Shares	Sole	2021-11-12
2021-06-30	$849,002	10,175	+2.2%	Shares	Sole	2021-08-06
2021-03-31	$748,839	9,954	-3.2%	Shares	Sole	2021-04-29
2020-12-31	$702,055	10,279	+7.3%	Shares	Sole	2021-02-12
2020-09-30	$559,413	9,579	0.0%	Shares	Sole	2020-11-03
2020-06-30	$622,347	9,579	-8.9%	Shares	Sole	2020-07-24
2020-03-31	$624,092	10,519	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.