NewEdge Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1633516 NEW ORLEANS, LA

Position in CVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$18,831,831

+$9,429,013 QoQ

Shares Held

182,038

+39.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#294

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

NewEdge Advisors, LLC holds $82,661,702 across 9 Healthcare Plans names. CVS ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	94,610	$39,322,754
2	CVS	CVS HEALTH Corp This page	182,038	$18,831,831
3	CI	Cigna Group	37,264	$10,272,939
4	ELV	Elevance Health, Inc.	16,949	$6,554,686
5	CNC	Centene Corp	42,527	$2,729,808
6	OSCR	Oscar Health, Inc.	94,411	$2,692,601
7	HUM	Humana Inc	3,514	$1,395,831
8	MOH	Molina Healthcare, Inc.	3,704	$847,104

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,831,831	182,038	+39.0%	Shares	Sole	2026-08-12
2026-03-31	$9,402,818	130,922	+21.6%	Shares	Sole	2026-06-03
2025-12-31	$8,546,199	107,689	+29.6%	Shares	Sole	2026-02-18
2025-09-30	$6,263,476	83,081	-2.6%	Shares	Sole	2025-11-17
2025-06-30	$5,881,855	85,269	-14.0%	Shares	Sole	2025-08-14
2025-03-31	$6,719,174	99,176	+73.1%	Shares	Sole	2025-05-15
2024-12-31	$2,572,421	57,305	-7.7%	Shares	Sole	2025-02-13
2024-09-30	$3,901,955	62,054	-6.3%	Shares	Sole	2024-11-14
2024-06-30	$3,909,949	66,203	-2.8%	Shares	Sole	2024-08-16
2024-03-31	$5,431,017	68,092	+13.8%	Shares	Sole	2024-05-14
2023-12-31	$4,724,650	59,836	-19.1%	Shares	Sole	2024-02-13
2023-09-30	$5,162,560	73,941	-24.6%	Shares	Sole	2023-11-14
2023-06-30	$6,781,653	98,100	-14.2%	Shares	Sole	2023-08-14
2023-03-31	$8,495,713	114,328	-72.2%	Shares	Sole	2023-05-12
2022-12-31	$38,383,004	411,879	+3.8%	Shares	Sole	2023-02-14
2022-09-30	$37,853,402	396,911	+6.6%	Shares	Sole	2022-11-14
2022-06-30	$34,491,758	372,240	+4.1%	Shares	Sole	2022-08-09
2022-03-31	$36,173,364	357,409	+473.3%	Shares	Sole	2022-05-13
2021-12-31	$6,430,788	62,338	+82.3%	Shares	Sole	2022-02-17
2021-09-30	$2,901,617	34,193	+3.2%	Shares	Sole	2021-10-29
2021-06-30	$2,763,365	33,118	+6.9%	Shares	Sole	2021-07-22
2021-03-31	$2,331,076	30,986	+24.0%	Shares	Sole	2021-04-26
2020-12-31	$1,706,748	24,989	-54.0%	Shares	Sole	2021-01-27
2020-09-30	$3,173,631	54,343	+30.5%	Shares	Sole	2020-11-03
2020-06-30	$2,706,130	41,652	+8.1%	Shares	Sole	2020-07-29
2020-03-31	$2,286,400	38,537	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.