Pure Financial Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1571556 SAN DIEGO, CA

Position in CVS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$725,805

+$209,563 QoQ

Shares Held

7,016

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,099

of 2,054 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Pure Financial Advisors, LLC holds $8,328,372 across 4 Healthcare Plans names. CVS ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	14,581	$6,060,301
2	ELV	Elevance Health, Inc.	2,625	$1,015,166
3	CVS	CVS HEALTH Corp This page	7,016	$725,805
4	CI	Cigna Group	1,912	$527,100

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,805	7,016	-2.4%	Shares	Sole	2026-08-17
2026-03-31	$516,242	7,188	+2.9%	Shares	Sole	2026-04-10
2025-12-31	$554,408	6,986	+5.7%	Shares	Sole	2026-02-04
2025-09-30	$498,252	6,609	+1.2%	Shares	Sole	2025-10-20
2025-06-30	$450,370	6,529	+116.7%	Shares	Sole	2025-07-18
2025-03-31	$204,130	3,013	+18.1%	Shares	Sole	2025-04-23
2023-12-31	$201,505	2,552	+9.0%	Shares	Sole	2024-01-08
2021-12-31	$241,497	2,341	-12.8%	Shares	Sole	2022-01-12
2021-09-30	$227,933	2,686	-20.4%	Shares	Sole	2021-10-07
2021-03-31	$253,826	3,374	+3.1%	Shares	Sole	2021-04-09
2020-12-31	$223,409	3,271	+2.3%	Shares	Sole	2021-01-12
2020-06-30	$207,839	3,199	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.