Sowell Financial Services LLC

Position in CVS — CVS HEALTH Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in CVS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,722,337

+$1,124,895 QoQ

Shares Held

35,982

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#590

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Sowell Financial Services LLC holds $9,963,873 across 6 Healthcare Plans names. CVS ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	35,982	$3,722,337
2	UNH	Unitedhealth Group Inc	5,883	$2,445,151
3	CI	Cigna Group	7,470	$2,059,329
4	ELV	Elevance Health, Inc.	2,643	$1,022,127
5	HUM	Humana Inc	939	$372,989
6	CNC	Centene Corp	5,327	$341,940

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,722,337	35,982	-0.5%	Shares	Sole	2026-07-20
2026-03-31	$2,597,442	36,166	+1.2%	Shares	Sole	2026-04-20
2025-12-31	$2,836,643	35,744	-3.5%	Shares	Sole	2026-01-21
2025-09-30	$2,793,425	37,053	-0.4%	Shares	Sole	2025-10-17
2025-06-30	$2,567,435	37,220	+58.2%	Shares	Sole	2025-07-14
2025-03-31	$1,593,683	23,523	-38.7%	Shares	Sole	2025-04-17
2024-12-31	$1,722,429	38,370	+17.4%	Shares	Sole	2025-02-07
2024-09-30	$2,054,981	32,681	+18.5%	Shares	Sole	2024-10-04
2024-06-30	$1,628,933	27,581	-9.8%	Shares	Sole	2024-08-13
2024-03-31	$2,438,103	30,568	-1.6%	Shares	Sole	2024-05-03
2023-12-31	$2,453,524	31,073	+3.9%	Shares	Sole	2024-01-24
2023-09-30	$2,088,944	29,919	-42.9%	Shares	Sole	2023-11-08
2023-06-30	$3,623,103	52,410	+67.3%	Shares	Sole	2023-08-14
2023-03-31	$2,328,132	31,330	-46.9%	Shares	Sole	2023-05-12
2022-12-31	$5,497,184	58,989	+6.4%	Shares	Sole	2023-02-09
2022-09-30	$5,289,124	55,459	-8.8%	Shares	Sole	2022-11-15
2022-06-30	$5,634,191	60,805	+103.8%	Shares	Sole	2022-08-15
2022-03-31	$3,019,701	29,836	-41.1%	Shares	Sole	2022-05-13
2021-12-31	$5,223,919	50,639	+14.0%	Shares	Sole	2022-02-09
2021-09-30	$3,769,905	44,425	-0.0%	Shares	Sole	2021-11-04
2021-06-30	$3,707,572	44,434	-16.2%	Shares	Sole	2021-08-05
2021-03-31	$3,990,951	53,050	+25.5%	Shares	Sole	2021-05-07
2020-12-31	$2,887,860	42,282	+2.7%	Shares	Sole	2021-01-13
2020-09-30	$2,404,620	41,175	-1.6%	Shares	Sole	2020-11-12
2020-06-30	$2,717,890	41,833	-27.1%	Shares	Sole	2020-08-13
2020-03-31	$3,405,423	57,398	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.