Heritage Wealth Advisors

Position in CVS — CVS HEALTH Corp

CIK 1591122 RICHMOND, VA

Position in CVS

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

Position Value

$124,140

+$73,866 QoQ

Shares Held

1,200

+71.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,764

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $1,134,419 across 4 Healthcare Plans names. CVS ranks #2 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	2,347	$907,655
2	CVS	CVS HEALTH Corp This page	1,200	$124,140
3	CI	Cigna Group	321	$88,493
4	UNH	Unitedhealth Group Inc	34	$14,131

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,140	1,200	+71.4%	Shares	Sole	2026-08-14
2026-03-31	$50,274	700	0.0%	Shares	Sole	2026-05-14
2025-12-31	$55,552	700	0.0%	Shares	Sole	2026-02-13
2025-09-30	$52,773	700	0.0%	Shares	Sole	2025-11-13
2025-06-30	$48,286	700	0.0%	Shares	Sole	2025-08-11
2025-03-31	$47,425	700	0.0%	Shares	Sole	2025-05-08
2024-12-31	$31,423	700	0.0%	Shares	Sole	2025-02-12
2024-09-30	$44,016	700	-74.1%	Shares	Sole	2024-11-12
2024-06-30	$159,462	2,700	-7.5%	Shares	Sole	2024-12-12
2024-03-31	$232,899	2,920	-21.0%	Shares	Sole	2024-12-12
2023-12-31	$291,836	3,696	0.0%	Shares	Sole	2024-12-12
2023-09-30	$258,054	3,696	-20.7%	Shares	Sole	2024-12-12
2023-06-30	$322,353	4,663	-7.2%	Shares	Sole	2024-12-12
2023-03-31	$373,482	5,026	-27.1%	Shares	Sole	2023-05-04
2022-12-31	$642,358	6,893	+6.9%	Shares	Sole	2024-12-12
2022-09-30	$615,041	6,449	-2.3%	Shares	Sole	2024-12-12
2022-06-30	$611,463	6,599	+2.3%	Shares	Sole	2022-08-04
2022-03-31	$652,703	6,449	-55.6%	Shares	Sole	2022-05-11
2021-12-31	$1,497,470	14,516	0.0%	Shares	Sole	2022-03-28
2021-09-30	$1,231,827	14,516	+0.6%	Shares	Sole	2021-11-02
2021-06-30	$1,204,539	14,436	-6.0%	Shares	Sole	2021-08-09
2021-03-31	$1,154,780	15,350	-10.8%	Shares	Sole	2021-04-27
2020-12-31	$1,175,784	17,215	+268.3%	Shares	Sole	2021-02-01
2020-09-30	$272,961	4,674	-6.7%	Shares	Sole	2020-11-03
2020-06-30	$325,499	5,010	-3.1%	Shares	Sole	2020-07-17
2020-03-31	$306,854	5,172	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.