Crewe Advisors LLC

Position in CVS — CVS HEALTH Corp

CIK 1730033 SALT LAKE CITY, UT

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$34,138

+$26,885 QoQ

Shares Held

330

+226.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,893

of 2,054 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Crewe Advisors LLC holds $456,994 across 6 Healthcare Plans names. CVS ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	613	$254,781
2	CI	Cigna Group	555	$153,002
3	CVS	CVS HEALTH Corp This page	330	$34,138
4	ELV	Elevance Health, Inc.	33	$12,762
5	ALHC	Alignment Healthcare, Inc.	50	$1,190
6	CLOV	Clover Health Investments, Corp. /De	214	$1,121

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,138	330	+226.7%	Shares	Sole	2026-07-24
2026-03-31	$7,253	101	-27.3%	Shares	Sole	2026-05-07
2025-12-31	$11,031	139	+54.4%	Shares	Sole	2026-01-16
2025-09-30	$6,785	90	-91.2%	Shares	Sole	2025-11-13
2024-06-30	$60,182	1,019	+104.6%	Shares	Sole	2024-07-29
2024-03-31	$39,720	498	+137.1%	Shares	Sole	2024-05-14
2023-09-30	$14,662	210	+9.9%	Shares	Sole	2023-11-09
2023-06-30	$13,203	191	-77.2%	Shares	Sole	2023-07-28
2023-03-31	$62,346	839	-15.4%	Shares	Sole	2023-05-12
2022-12-31	$92,444	992	-21.3%	Shares	Sole	2023-02-08
2022-09-30	$120,166	1,260	+63.6%	Shares	Sole	2022-11-14
2022-06-30	$71,348	770	+366.7%	Shares	Sole	2022-08-02
2022-03-31	$16,699	165	-19.1%	Shares	Sole	2022-04-27
2020-09-30	$11,913	204	+240.0%	Shares	Sole	2020-10-13
2020-06-30	$3,898	60	—	Shares	Sole	2020-07-24
No filing history on record for this holder in this stock.