Position in CVS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$478,608
-$49,215 QoQ
Shares Held
6,664
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Sunbelt Securities, Inc. holds $3,312,402 across 7 Healthcare Plans names. CVS ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,429 | $1,469,033 | |
| 2 | ELV |
Elevance Health, Inc.
|
3,817 | $1,117,426 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
6,664 | $478,608 | |
| 4 | CI |
Cigna Group
|
455 | $121,371 | |
| 5 | HUM |
Humana Inc
|
602 | $104,380 | |
| 6 | CNC |
Centene Corp
|
358 | $11,720 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
74 | $9,864 |
All Filings in CVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,608 | 6,664 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $527,823 | 6,651 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $508,882 | 6,750 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $512,245 | 7,426 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $474,995 | 7,011 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $333,353 | 7,426 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $689,290 | 10,962 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $696,612 | 11,795 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,406,248 | 17,631 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $935,833 | 11,852 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $813,472 | 11,651 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $873,595 | 12,637 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,073,185 | 14,442 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,324,043 | 14,208 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,354,730 | 14,205 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $1,311,046 | 14,149 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $1,384,147 | 13,676 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,447,574 | 23,726 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,537,823 | 29,906 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,495,356 | 29,906 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,206,646 | 29,332 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $2,472,050 | 36,194 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,565,645 | 26,809 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $931,409 | 14,336 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,382,045 | 191,843 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||