Legacy Financial Advisors, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1730810 COVINGTON, KY

Position in CVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$350,902

+$129,553 QoQ

Shares Held

3,392

+10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,414

of 2,054 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $4,571,633 across 6 Healthcare Plans names. CVS ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,684	$1,531,180
2	ELV	Elevance Health, Inc.	3,534	$1,366,703
3	CNC	Centene Corp	9,872	$633,683
4	CI	Cigna Group	1,292	$356,178
5	CVS	CVS HEALTH Corp This page	3,392	$350,902
6	MOH	Molina Healthcare, Inc.	1,456	$332,987

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,902	3,392	+10.1%	Shares	Sole	2026-08-05
2026-03-31	$221,349	3,082	-8.6%	Shares	Sole	2026-04-30
2025-12-31	$267,601	3,372	-19.3%	Shares	Sole	2026-02-04
2025-09-30	$314,828	4,176	-5.5%	Shares	Sole	2025-11-10
2025-06-30	$304,960	4,421	+15.0%	Shares	Sole	2025-08-07
2025-03-31	$260,363	3,843	-58.2%	Shares	Sole	2025-05-14
2024-09-30	$578,433	9,199	+0.9%	Shares	Sole	2024-11-14
2024-06-30	$538,686	9,121	+201.2%	Shares	Sole	2024-08-13
2024-03-31	$241,513	3,028	+19.2%	Shares	Sole	2024-05-14
2023-12-31	$200,558	2,540	-20.6%	Shares	Sole	2024-02-13
2023-03-31	$237,643	3,198	-20.5%	Shares	Sole	2023-05-03
2022-12-31	$374,996	4,024	-0.3%	Shares	Sole	2023-02-06
2022-09-30	$385,104	4,038	+41.0%	Shares	Sole	2022-11-09
2022-06-30	$265,378	2,864	-13.9%	Shares	Sole	2022-08-08
2022-03-31	$336,725	3,327	+19.1%	Shares	Sole	2022-05-04
2021-12-31	$288,229	2,794	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.