Checchi Capital Advisers, LLC

Position in CVS — CVS HEALTH Corp

CIK 1598186 BEVERLY HILLS, CA

Position in CVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$842,186

+$257,859 QoQ

Shares Held

8,141

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,037

of 2,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Checchi Capital Advisers, LLC holds $11,851,213 across 5 Healthcare Plans names. CVS ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	21,340	$8,869,544
2	CI	Cigna Group	3,213	$885,759
3	CVS	CVS HEALTH Corp This page	8,141	$842,186
4	ELV	Elevance Health, Inc.	2,149	$831,082
5	HUM	Humana Inc	1,064	$422,642

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$842,186	8,141	+0.1%	Shares	Sole	2026-08-04
2026-03-31	$584,327	8,136	+21.4%	Shares	Sole	2026-05-04
2025-12-31	$531,950	6,703	+4.3%	Shares	Sole	2026-01-27
2025-09-30	$484,606	6,428	+0.8%	Shares	Sole	2025-11-05
2025-06-30	$439,678	6,374	-11.7%	Shares	Sole	2025-07-22
2025-03-31	$488,951	7,217	+21.9%	Shares	Sole	2025-04-29
2024-12-31	$265,793	5,921	-28.5%	Shares	Sole	2025-02-05
2024-09-30	$521,023	8,286	+21.7%	Shares	Sole	2024-11-04
2024-06-30	$402,198	6,810	-37.6%	Shares	Sole	2024-07-26
2024-03-31	$869,862	10,906	-1.2%	Shares	Sole	2024-04-25
2023-12-31	$871,876	11,042	+6.1%	Shares	Sole	2024-02-07
2023-09-30	$726,477	10,405	+2.3%	Shares	Sole	2023-11-13
2023-06-30	$703,190	10,172	-13.6%	Shares	Sole	2023-08-10
2023-03-31	$874,628	11,770	-3.3%	Shares	Sole	2023-05-08
2022-12-31	$1,134,308	12,172	-4.8%	Shares	Sole	2023-02-10
2022-09-30	$1,219,973	12,792	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$1,180,859	12,744	-3.1%	Shares	Sole	2022-08-11
2022-03-31	$1,330,607	13,147	+20.4%	Shares	Sole	2022-05-09
2021-12-31	$1,126,300	10,918	+8.1%	Shares	Sole	2022-02-09
2021-09-30	$857,340	10,103	+1.8%	Shares	Sole	2021-11-09
2021-06-30	$827,724	9,920	+2.7%	Shares	Sole	2021-08-06
2021-03-31	$726,420	9,656	+1.9%	Shares	Sole	2021-05-10
2020-12-31	$647,415	9,479	-1.8%	Shares	Sole	2021-02-12
2020-09-30	$563,560	9,650	-14.0%	Shares	Sole	2020-11-10
2020-06-30	$728,833	11,218	+19.8%	Shares	Sole	2020-08-12
2020-03-31	$555,744	9,367	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.