IFG Advisory, LLC

Position in CVS — CVS HEALTH Corp

CIK 1728319 ATLANTA, GA

Position in CVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,988,670

-$534,358 QoQ

Shares Held

28,890

-34.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#655

of 2,054 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Healthcare · as of Jun 30, 2026

IFG Advisory, LLC holds $8,609,200 across 6 Healthcare Plans names. CVS ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	12,081	$3,330,490
2	CVS	CVS HEALTH Corp This page	28,890	$2,988,670
3	UNH	Unitedhealth Group Inc	3,445	$1,431,845
4	HUM	Humana Inc	1,487	$590,666
5	ELV	Elevance Health, Inc.	395	$152,758
6	CNC	Centene Corp	1,788	$114,771

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,988,670	28,890	-34.9%	Shares	Sole	2026-08-14
2025-12-31	$3,523,028	44,393	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$3,400,164	45,101	+222.5%	Shares	Sole	2025-11-12
2025-06-30	$964,685	13,985	-22.5%	Shares	Sole	2025-08-04
2025-03-31	$1,223,294	18,056	+10.4%	Shares	Sole	2025-05-08
2024-12-31	$734,131	16,354	-32.6%	Shares	Sole	2025-02-14
2024-09-30	$1,525,531	24,261	-1.2%	Shares	Sole	2024-10-30
2024-06-30	$1,450,808	24,565	-45.3%	Shares	Sole	2024-07-30
2024-03-31	$3,578,910	44,871	-9.1%	Shares	Sole	2024-05-06
2023-12-31	$3,899,044	49,380	+4.3%	Shares	Sole	2024-01-17
2023-09-30	$3,305,977	47,350	+1.7%	Shares	Sole	2023-11-13
2023-06-30	$3,218,900	46,563	+3.2%	Shares	Sole	2023-07-21
2023-03-31	$3,351,232	45,098	+21.9%	Shares	Sole	2023-04-26
2022-12-31	$3,448,030	37,000	-4.8%	Shares	Sole	2023-01-31
2022-09-30	$3,707,794	38,878	+6.2%	Shares	Sole	2022-10-28
2022-06-30	$3,392,097	36,608	-0.8%	Shares	Sole	2022-08-04
2022-03-31	$3,735,863	36,912	-6.0%	Shares	Sole	2022-05-04
2021-12-31	$4,050,267	39,262	-0.7%	Shares	Sole	2022-02-14
2021-09-30	$3,354,770	39,533	+0.8%	Shares	Sole	2021-10-12
2021-06-30	$3,271,348	39,206	-9.9%	Shares	Sole	2021-07-21
2021-03-31	$3,273,257	43,510	+11.1%	Shares	Sole	2021-04-19
2020-12-31	$2,673,945	39,150	+6.9%	Shares	Sole	2021-02-08
2020-09-30	$2,138,082	36,611	+5.0%	Shares	Sole	2020-11-02
2020-06-30	$2,265,308	34,867	+7.6%	Shares	Sole	2020-08-10
2020-03-31	$1,923,063	32,413	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.