Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,500,123
-$44,430 QoQ
Shares Held
14,501
-32.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#825
of 2,054 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $7,642,497 across 11 Healthcare Plans names. CVS ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,620 | $2,335,836 | |
| 2 | CNC |
Centene Corp
|
23,418 | $1,503,196 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
14,501 | $1,500,123 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
3,674 | $840,240 | |
| 5 | CI |
Cigna Group
|
2,169 | $597,946 | |
| 6 | ELV |
Elevance Health, Inc.
|
1,503 | $581,248 | |
| 7 | HUM |
Humana Inc
|
453 | $179,935 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
1,874 | $44,616 |
All Filings in CVS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,500,123 | 14,501 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,544,553 | 21,506 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,270,626 | 16,011 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,225,461 | 16,255 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $898,806 | 13,030 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,091,313 | 16,108 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $732,511 | 16,318 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $995,261 | 15,828 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $922,395 | 15,618 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,105,868 | 13,865 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $860,266 | 10,895 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,216,819 | 17,428 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,289,825 | 18,658 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $831,973 | 11,196 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $970,199 | 10,411 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,246,865 | 13,074 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $268,897 | 2,902 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $208,996 | 2,065 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $187,131 | 1,814 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||