Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$225,003
+$59,497 QoQ
Shares Held
2,175
-83.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,651
of 2,054 holders
Holding Since
Mar 2020
10 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, 2026Certified Advisory Corp holds $1,088,682 across 2 Healthcare Plans names. CVS ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,078 | $863,679 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,175 | $225,003 |
All Filings in CVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,003 | 2,175 | Shares | Sole | 2026-07-16 | |
| 2023-09-30 | $165,506 | 13,273 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $134,112 | 1,940 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $156,719 | 2,109 | Shares | Defined | 2023-05-17 | |
| 2022-06-30 | $2,316 | 25 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $147,057 | 1,453 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $2,121 | 25 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $122,398 | 1,627 | Shares | Defined | 2021-05-10 | |
| 2020-06-30 | $57,173 | 880 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $52,032 | 877 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||