Position in CVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$436,041
+$110,481 QoQ
Shares Held
4,215
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,305
of 2,054 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LexAurum Advisors, LLC holds $5,668,407 across 2 Healthcare Plans names. CVS ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
12,589 | $5,232,366 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
4,215 | $436,041 |
All Filings in CVS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,041 | 4,215 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $325,560 | 4,533 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $380,644 | 5,049 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $388,978 | 5,639 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $392,543 | 5,794 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $266,063 | 5,927 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $367,470 | 5,844 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $344,556 | 5,834 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $462,847 | 5,803 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $535,822 | 6,786 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $431,976 | 6,187 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $428,052 | 6,192 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $368,503 | 4,959 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $470,889 | 5,053 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $471,986 | 4,949 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $443,841 | 4,790 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $484,391 | 4,786 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $503,627 | 4,882 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $413,947 | 4,878 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $382,822 | 4,588 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $299,641 | 3,983 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $287,064 | 4,203 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $256,726 | 4,396 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $324,914 | 5,001 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $288,937 | 4,870 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||