Regal Investment Advisors LLC

Position in CVS — CVS HEALTH Corp

CIK 1559789 KENTWOOD, MI

Position in CVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$515,284

+$160,063 QoQ

Shares Held

4,981

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,229

of 2,059 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 43% Shared 2% None 55%

Healthcare · as of Jun 30, 2026

Regal Investment Advisors LLC holds $5,727,994 across 4 Healthcare Plans names. CVS ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	10,821	$4,184,805
2	UNH	Unitedhealth Group Inc	1,453	$603,910
3	CVS	CVS HEALTH Corp This page	4,981	$515,284
4	CI	Cigna Group	1,538	$423,995

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,284	4,981	+0.7%	Shares	Sole	2026-08-14
2026-03-31	$355,221	4,946	-15.8%	Shares	Sole	2026-05-14
2025-12-31	$466,319	5,876	-3.3%	Shares	Sole	2026-02-17
2025-09-30	$458,145	6,077	+0.2%	Shares	Sole	2025-11-13
2025-06-30	$418,156	6,062	-6.8%	Shares	Sole	2025-08-11
2025-03-31	$440,713	6,505	-4.7%	Shares	Sole	2025-05-12
2024-12-31	$306,329	6,824	-30.9%	Shares	Sole	2025-02-13
2024-09-30	$621,002	9,876	-88.0%	Shares	Sole	2024-11-12
2024-06-30	$4,863,591	82,350	+16.4%	Shares	Sole	2024-08-15
2024-03-31	$5,641,664	70,733	+1.6%	Shares	Sole	2024-05-15
2023-12-31	$5,495,852	69,603	+17.0%	Shares	Sole	2024-02-14
2023-09-30	$4,153,871	59,494	+38.0%	Shares	Sole	2023-11-13
2023-06-30	$2,979,295	43,097	+17.7%	Shares	Sole	2023-08-11
2023-03-31	$2,720,191	36,606	+166.9%	Shares	Sole	2023-05-11
2022-12-31	$1,278,194	13,716	+1.7%	Shares	Sole	2023-03-01
2022-09-30	$1,286,732	13,492	-48.6%	Shares	Sole	2022-11-15
2022-06-30	$2,433,066	26,258	-2.7%	Shares	Sole	2022-08-09
2022-03-31	$2,731,860	26,992	-5.9%	Shares	Sole	2022-05-09
2021-12-31	$2,958,319	28,677	+1.4%	Shares	Sole	2022-02-10
2021-09-30	$2,399,925	28,281	+38.5%	Shares	Sole	2021-11-05
2021-06-30	$1,704,178	20,424	-28.6%	Shares	Sole	2021-08-09
2020-12-31	$1,953,516	28,602	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.