Prime Capital Investment Advisors, LLC
Position in CVS — CVS HEALTH Corp
CIK 1731446
OVERLAND PARK, KS
Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,274,400
+$289,030 QoQ
Shares Held
12,319
-10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#874
of 2,054 holders
Holding Since
Mar 2020
26 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, 2026Prime Capital Investment Advisors, LLC holds $13,593,070 across 7 Healthcare Plans names. CVS ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
23,773 | $9,880,771 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
12,319 | $1,274,400 | |
| 3 | PGNY |
Progyny, Inc.
|
23,954 | $690,593 | |
| 4 | CI |
Cigna Group
|
2,231 | $615,042 | |
| 5 | HUM |
Humana Inc
|
1,018 | $404,369 | |
| 6 | ELV |
Elevance Health, Inc.
|
957 | $370,100 | |
| 7 | CNC |
Centene Corp
|
5,574 | $357,795 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,274,400 | 12,319 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $985,370 | 13,720 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,156,116 | 14,568 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,123,311 | 14,900 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,034,562 | 14,998 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,194,839 | 17,636 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $737,497 | 16,429 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,213,816 | 35,207 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,937,053 | 49,730 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,368,915 | 79,851 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,296,750 | 117,740 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,819,744 | 69,031 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,171,096 | 89,268 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,544,492 | 74,613 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $6,732,697 | 72,247 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,616,720 | 58,894 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,954,649 | 31,887 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $967,668 | 9,561 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $986,312 | 9,561 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,351,894 | 27,715 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $683,457 | 8,191 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $349,819 | 4,650 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,508,180 | 36,723 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,088,851 | 35,768 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,000,509 | 46,183 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $952,839 | 16,060 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||