Steward Partners Investment Advisory, LLC

Position in CVS — CVS HEALTH Corp

CIK 1723397 STAMFORD, CT

Position in CVS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,459,572

+$2,921,195 QoQ

Shares Held

72,108

+14.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#441

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $71,987,529 across 8 Healthcare Plans names. CVS ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	101,901	$42,353,112
2	ELV	Elevance Health, Inc.	32,593	$12,604,690
3	CVS	CVS HEALTH Corp This page	72,108	$7,459,572
4	CI	Cigna Group	21,502	$5,927,671
5	ALHC	Alignment Healthcare, Inc.	110,976	$2,642,338
6	HUM	Humana Inc	2,340	$929,494
7	OSCR	Oscar Health, Inc.	2,244	$63,998
8	CLOV	Clover Health Investments, Corp. /De	1,270	$6,654

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,459,572	72,108	+14.1%	Shares	Sole	2026-08-13
2026-03-31	$4,538,377	63,191	+3.8%	Shares	Sole	2026-05-08
2025-12-31	$4,829,532	60,856	+2.0%	Shares	Sole	2026-02-12
2025-09-30	$4,498,068	59,664	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$4,116,450	59,676	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$4,106,666	60,615	-2.4%	Shares	Sole	2025-05-13
2024-12-31	$2,787,893	62,105	-31.6%	Shares	Sole	2025-02-06
2024-09-30	$5,711,076	90,825	-11.1%	Shares	Sole	2024-11-14
2024-06-30	$6,034,514	102,176	-10.0%	Shares	Sole	2024-08-08
2024-03-31	$9,055,471	113,534	+20.5%	Shares	Sole	2024-05-15
2023-12-31	$7,437,795	94,197	-15.1%	Shares	Sole	2024-02-12
2023-09-30	$7,744,504	110,921	-13.6%	Shares	Sole	2023-11-13
2023-06-30	$8,873,042	128,353	-23.1%	Shares	Sole	2023-08-14
2023-03-31	$12,398,177	166,844	-27.7%	Shares	Sole	2023-05-15
2022-12-31	$21,510,115	230,820	-1.1%	Shares	Sole	2023-02-15
2022-09-30	$22,266,129	233,471	+9.6%	Shares	Sole	2022-11-10
2022-06-30	$19,732,410	212,955	+1.2%	Shares	Sole	2022-08-04
2022-03-31	$21,302,984	210,483	-3.6%	Shares	Sole	2022-05-02
2021-12-31	$22,520,240	218,304	+2.6%	Shares	Sole	2022-02-08
2021-09-30	$18,047,855	212,678	-6.5%	Shares	Sole	2021-11-12
2021-06-30	$18,987,022	227,553	+12.4%	Shares	Sole	2021-08-13
2021-03-31	$15,233,849	202,497	+2.9%	Shares	Sole	2021-05-14
2020-12-31	$13,439,869	196,777	+8.4%	Shares	Sole	2021-02-11
2020-09-30	$10,596,796	181,452	-12.8%	Shares	Sole	2020-10-30
2020-06-30	$13,521,296	208,116	+3.1%	Shares	Sole	2020-08-06
2020-03-31	$11,973,743	201,816	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.