Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,825,632
+$852,909 QoQ
Shares Held
46,647
-15.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#521
of 2,058 holders
Holding Since
Dec 2023
10 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, 2026World Investment Advisors holds $29,750,679 across 4 Healthcare Plans names. CVS ranks #3 (16.2% of the industry book) .
All Filings in CVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,825,632 | 46,647 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,972,723 | 55,315 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,825,738 | 73,409 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $4,054,925 | 53,786 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,303,655 | 33,396 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,142,660 | 31,626 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,434,100 | 31,947 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,731,903 | 27,543 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $427,299 | 7,235 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $224,167 | 2,839 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||