Independent Advisor Alliance

Position in CVS — CVS HEALTH Corp

CIK 1696899 CHARLOTTE, NC

Position in CVS

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

Position Value

$3,357,262

+$1,259,472 QoQ

Shares Held

32,453

+11.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#623

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

Independent Advisor Alliance holds $16,574,901 across 6 Healthcare Plans names. CVS ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	23,140	$9,617,677
2	CVS	CVS HEALTH Corp This page	32,453	$3,357,262
3	CI	Cigna Group	4,945	$1,363,237
4	ELV	Elevance Health, Inc.	2,885	$1,115,715
5	HUM	Humana Inc	2,205	$875,869
6	CNC	Centene Corp	3,819	$245,141

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,357,262	32,453	+11.1%	Shares	Sole	2026-08-12
2026-03-31	$2,097,790	29,209	-6.6%	Shares	Sole	2026-05-12
2025-12-31	$2,482,301	31,279	+4.1%	Shares	Sole	2026-02-04
2025-09-30	$2,265,016	30,044	+1.1%	Shares	Sole	2025-11-04
2025-06-30	$2,050,637	29,728	-7.6%	Shares	Sole	2025-08-11
2025-03-31	$2,179,178	32,165	-2.4%	Shares	Sole	2025-05-12
2024-12-31	$1,478,900	32,945	-15.8%	Shares	Sole	2025-02-07
2024-09-30	$2,459,739	39,118	-40.9%	Shares	Sole	2024-11-13
2024-06-30	$3,905,991	66,136	+16.2%	Shares	Sole	2024-08-12
2024-03-31	$4,539,141	56,910	-12.4%	Shares	Sole	2024-05-08
2023-12-31	$5,129,004	64,957	+0.2%	Shares	Sole	2024-02-08
2023-09-30	$4,524,475	64,802	-15.4%	Shares	Sole	2023-10-24
2023-06-30	$5,294,666	76,590	-0.8%	Shares	Sole	2023-07-28
2023-03-31	$5,737,549	77,211	-4.4%	Shares	Sole	2023-05-12
2022-12-31	$7,523,507	80,733	-1.7%	Shares	Sole	2023-02-13
2022-09-30	$7,832,547	82,128	-1.2%	Shares	Sole	2022-11-04
2022-06-30	$7,702,176	83,123	+1.5%	Shares	Sole	2022-08-04
2022-03-31	$8,286,973	81,879	+6.3%	Shares	Sole	2022-05-06
2021-12-31	$7,946,517	77,031	+1.3%	Shares	Sole	2022-02-11
2021-09-30	$6,452,160	76,033	-1.3%	Shares	Sole	2021-11-01
2021-06-30	$6,430,303	77,065	+2.6%	Shares	Sole	2021-08-12
2021-03-31	$5,652,782	75,140	+45.8%	Shares	Sole	2021-05-14
2020-12-31	$3,520,318	51,542	+11.8%	Shares	Sole	2021-02-11
2020-09-30	$2,693,408	46,120	+18.2%	Shares	Sole	2020-11-04
2020-06-30	$2,535,064	39,019	+3.4%	Shares	Sole	2020-08-06
2020-03-31	$2,239,173	37,741	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.