Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$997,051
+$160,492 QoQ
Shares Held
9,638
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#962
of 2,054 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026IFP Advisors, Inc holds $22,478,166 across 10 Healthcare Plans names. CVS ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
39,233 | $16,306,411 | |
| 2 | CI |
Cigna Group
|
13,132 | $3,620,229 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
9,638 | $997,051 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
2,924 | $668,718 | |
| 5 | CNC |
Centene Corp
|
6,263 | $402,021 | |
| 6 | ELV |
Elevance Health, Inc.
|
792 | $306,290 | |
| 7 | OSCR |
Oscar Health, Inc.
|
2,139 | $61,004 | |
| 8 | HUM |
Humana Inc
|
148 | $58,788 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,051 | 9,638 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $836,559 | 11,648 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $799,155 | 10,070 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,919,429 | 25,460 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,663,659 | 24,118 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,575,594 | 23,256 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $961,229 | 21,413 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $703,690 | 11,191 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $779,710 | 13,202 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $942,284 | 11,814 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $895,011 | 11,335 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $901,655 | 12,914 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $793,405 | 11,477 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,348,503 | 18,147 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,604 | 32,291 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,414,436 | 35,802 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,243 | 35 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,443,917 | 24,147 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,892,160 | 18,342 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,731,738 | 20,407 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,004,312 | 24,021 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,723,444 | 22,909 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,641,385 | 24,032 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,300,217 | 22,264 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,555,186 | 23,937 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,558,065 | 26,261 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||