Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$383,489
+$141,169 QoQ
Shares Held
3,707
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,365
of 2,054 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Financial Advisors Network, Inc. holds $2,296,954 across 3 Healthcare Plans names. CVS ranks #2 (16.7% of the industry book) .
All Filings in CVS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,489 | 3,707 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $242,320 | 3,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $306,408 | 3,861 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $284,823 | 3,778 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $255,157 | 3,699 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $221,949 | 3,276 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $210,399 | 4,687 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $218,403 | 2,766 | Shares | Sole | 2024-02-09 | |
| 2022-12-31 | $247,233 | 2,653 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $239,664 | 2,513 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $238,599 | 2,575 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $262,336 | 2,592 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $281,936 | 2,733 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $261,029 | 3,076 | Shares | Sole | 2021-12-27 | |
| 2021-06-30 | $229,209 | 2,747 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $202,594 | 2,693 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||