Capital Analysts, LLC

Position in CVS — CVS HEALTH Corp

CIK 1624758 FORT WASHINGTON, PA

Position in CVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$104,691

+$30,861 QoQ

Shares Held

1,012

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,773

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Capital Analysts, LLC holds $4,269,262 across 4 Healthcare Plans names. CVS ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,656	$3,597,692
2	ELV	Elevance Health, Inc.	743	$287,340
3	CI	Cigna Group	1,014	$279,539
4	CVS	CVS HEALTH Corp This page	1,012	$104,691

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104,691	1,012	-1.6%	Shares	Defined	2026-08-05
2026-03-31	$73,830	1,028	-2.6%	Shares	Defined	2026-05-14
2025-12-31	$83,724	1,055	-0.8%	Shares	Defined	2026-05-15
2025-09-30	$80,214	1,064	-13.6%	Shares	Defined	2025-11-14
2025-06-30	$84,913	1,231	+16.1%	Shares	Defined	2025-08-13
2025-03-31	$71,815	1,060	-72.6%	Shares	Defined	2025-05-14
2024-12-31	$173,365	3,862	-95.1%	Shares	Defined	2025-02-14
2024-09-30	$4,948,029	78,728	+4.9%	Shares	Defined	2024-11-13
2024-06-30	$4,429,265	75,034	-3.5%	Shares	Defined	2024-08-14
2024-03-31	$6,201,260	77,749	+3.5%	Shares	Defined	2024-05-14
2023-12-31	$5,932,817	75,137	-0.2%	Shares	Defined	2024-01-30
2023-09-30	$5,256,119	75,281	+0.5%	Shares	Defined	2023-11-13
2023-06-30	$5,178,528	74,910	+170.8%	Shares	Defined	2023-08-11
2023-03-31	$2,055,488	27,661	+4.4%	Shares	Defined	2023-05-05
2022-12-31	$2,468,416	26,488	+0.4%	Shares	Defined	2023-02-08
2022-09-30	$2,517,195	26,394	+6.7%	Shares	Defined	2022-11-14
2022-06-30	$2,292,408	24,740	+4.3%	Shares	Defined	2022-08-12
2022-03-31	$2,400,802	23,721	-4.4%	Shares	Defined	2022-05-12
2021-12-31	$2,559,090	24,807	+4.0%	Shares	Defined	2022-02-10
2021-09-30	$2,023,825	23,849	+0.6%	Shares	Defined	2021-11-04
2021-06-30	$1,977,110	23,695	+0.2%	Shares	Defined	2021-11-15
2021-03-31	$1,778,136	23,636	+6.0%	Shares	Defined	2021-05-17
2020-12-31	$1,523,090	22,300	-8.9%	Shares	Sole	2021-02-16
2020-09-30	$1,428,931	24,468	-1.4%	Shares	Sole	2020-11-12
2020-06-30	$1,611,905	24,810	-1.9%	Shares	Sole	2020-08-07
2020-03-31	$1,499,862	25,280	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.