Position in CVS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$285,418
+$88,560 QoQ
Shares Held
2,759
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,509
of 2,051 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, 2026JFS WEALTH ADVISORS, LLC holds $817,198 across 10 Healthcare Plans names. CVS ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
802 | $333,335 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,759 | $285,418 | |
| 3 | CI |
Cigna Group
|
425 | $117,164 | |
| 4 | ELV |
Elevance Health, Inc.
|
127 | $49,114 | |
| 5 | HUM |
Humana Inc
|
30 | $11,916 | |
| 6 | CNC |
Centene Corp
|
177 | $11,361 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
24 | $5,488 | |
| 8 | OSCR |
Oscar Health, Inc.
|
78 | $2,224 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,418 | 2,759 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $196,858 | 2,741 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $264,506 | 3,333 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $265,297 | 3,519 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $343,796 | 4,984 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $374,115 | 5,522 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $173,140 | 3,857 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $261,643 | 4,161 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $260,395 | 4,409 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $378,939 | 4,751 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $464,363 | 5,881 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $438,050 | 6,274 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $391,621 | 5,665 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $468,450 | 6,304 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $657,921 | 7,060 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $691,527 | 7,251 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $681,884 | 7,359 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $677,904 | 6,698 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $696,536 | 6,752 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $616,423 | 7,264 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $539,856 | 6,470 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $501,107 | 6,661 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $461,025 | 6,750 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $388,360 | 6,650 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $338,753 | 5,214 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $309,346 | 5,214 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||