Avestar Capital, LLC

Position in CVS — CVS HEALTH Corp

CIK 1704404 New York, NY

Position in CVS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,167,433

+$557,754 QoQ

Shares Held

11,285

+32.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#911

of 2,051 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Avestar Capital, LLC holds $5,381,058 across 6 Healthcare Plans names. CVS ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,809	$2,414,394
2	CVS	CVS HEALTH Corp This page	11,285	$1,167,433
3	CI	Cigna Group	2,773	$764,460
4	CNC	Centene Corp	6,510	$417,876
5	ELV	Elevance Health, Inc.	1,059	$409,547
6	HUM	Humana Inc	522	$207,348

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,167,433	11,285	+32.9%	Shares	Sole	2026-07-29
2026-03-31	$609,679	8,489	+7.2%	Shares	Sole	2026-05-13
2025-12-31	$628,610	7,921	+12.6%	Shares	Sole	2026-02-10
2025-09-30	$530,368	7,035	-4.0%	Shares	Sole	2025-11-07
2025-06-30	$505,485	7,328	+56.0%	Shares	Sole	2025-08-13
2025-03-31	$318,221	4,697	-9.3%	Shares	Sole	2025-05-14
2024-09-30	$325,592	5,178	-51.6%	Shares	Sole	2024-11-13
2024-03-31	$853,352	10,699	+73.8%	Shares	Sole	2024-05-10
2023-12-31	$485,998	6,155	+0.5%	Shares	Sole	2024-02-12
2023-09-30	$427,717	6,126	-1.4%	Shares	Sole	2023-10-20
2023-06-30	$429,504	6,213	-13.7%	Shares	Sole	2023-08-02
2023-03-31	$534,883	7,198	-15.0%	Shares	Sole	2023-04-20
2022-12-31	$789,319	8,470	-6.6%	Shares	Sole	2023-01-20
2022-09-30	$864,529	9,065	+18.9%	Shares	Sole	2022-10-26
2022-06-30	$706,532	7,625	-59.4%	Shares	Sole	2022-07-28
2022-03-31	$1,900,318	18,776	-6.6%	Shares	Sole	2022-04-26
2021-12-31	$2,074,753	20,112	-5.0%	Shares	Sole	2022-02-01
2021-09-30	$1,796,231	21,167	+10.5%	Shares	Sole	2021-11-09
2021-06-30	$1,597,709	19,148	+30.6%	Shares	Sole	2021-08-03
2021-03-31	$1,103,398	14,667	+65.4%	Shares	Sole	2021-05-03
2020-12-31	$605,479	8,865	+32.0%	Shares	Sole	2021-02-01
2020-09-30	$392,214	6,716	+68.3%	Shares	Sole	2020-10-29
2020-06-30	$259,230	3,990	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.