Csenge Advisory Group

Position in CVS — CVS HEALTH Corp

CIK 1715593 CLEARWATER, FL

Position in CVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$249,728

-$6,004 QoQ

Shares Held

2,414

-40.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,592

of 2,051 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Healthcare · as of Jun 30, 2026

Csenge Advisory Group holds $4,307,905 across 3 Healthcare Plans names. CVS ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	6,297	$2,617,222
2	ELV	Elevance Health, Inc.	3,726	$1,440,955
3	CVS	CVS HEALTH Corp This page	2,414	$249,728

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,728	2,414	-40.6%	Shares	Sole	2026-08-10
2024-09-30	$255,732	4,067	-5.3%	Shares	Sole	2024-11-13
2024-06-30	$253,544	4,293	-11.1%	Shares	Sole	2024-07-10
2024-03-31	$385,320	4,831	-0.4%	Shares	Sole	2024-05-03
2023-12-31	$383,113	4,852	-3.1%	Shares	Sole	2024-02-13
2023-09-30	$349,449	5,005	-63.5%	Shares	Sole	2023-11-01
2023-06-30	$947,772	13,710	-5.5%	Shares	Sole	2023-07-20
2023-03-31	$1,078,609	14,515	+10.9%	Shares	Sole	2023-05-01
2022-12-31	$1,219,763	13,089	+11.3%	Shares	Sole	2023-02-10
2022-09-30	$1,121,551	11,760	-8.1%	Shares	Sole	2022-10-04
2022-06-30	$1,185,492	12,794	+4.4%	Shares	Sole	2022-07-27
2022-03-31	$1,240,126	12,253	+51.6%	Shares	Sole	2022-05-09
2021-12-31	$833,635	8,081	-7.7%	Shares	Sole	2022-02-10
2021-09-30	$743,119	8,757	+8.4%	Shares	Sole	2021-10-20
2021-06-30	$674,278	8,081	+25.4%	Shares	Sole	2021-07-21
2021-03-31	$484,782	6,444	-10.5%	Shares	Sole	2021-04-28
2020-12-31	$491,691	7,199	+2.4%	Shares	Sole	2021-01-26
2020-09-30	$410,376	7,027	+72.7%	Shares	Sole	2020-11-09
2020-06-30	$264,427	4,070	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.