Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,246,882
+$294,118 QoQ
Shares Held
12,053
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#880
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, 2026TCI Wealth Advisors, Inc. holds $1,467,997 across 2 Healthcare Plans names. CVS ranks #1 (84.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
12,053 | $1,246,882 | |
| 2 | UNH |
Unitedhealth Group Inc
|
532 | $221,115 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,882 | 12,053 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $952,764 | 13,266 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,054,853 | 13,292 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,030,505 | 13,669 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $953,165 | 13,818 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $936,982 | 13,830 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $662,037 | 14,748 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $933,893 | 14,852 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $884,955 | 14,984 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,264,275 | 15,851 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,332,844 | 16,880 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,149,865 | 16,469 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,143,548 | 16,542 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,242,983 | 16,727 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,624,022 | 17,427 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,698,921 | 17,814 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,617,287 | 17,454 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,821,780 | 18,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,915,371 | 18,567 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,630,584 | 19,215 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,578,768 | 18,921 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,482,482 | 19,706 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,343,392 | 19,669 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,170,044 | 20,035 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,295,761 | 19,944 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,213,179 | 20,448 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||