MONECO ADVISORS, LLC

Position in CVS — CVS HEALTH Corp

CIK 1765690 FAIRFIELD, CT

Position in CVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$804,634

+$246,737 QoQ

Shares Held

7,778

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,058

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $4,979,138 across 4 Healthcare Plans names. CVS ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	6,149	$2,555,708
2	ELV	Elevance Health, Inc.	3,478	$1,345,046
3	CVS	CVS HEALTH Corp This page	7,778	$804,634
4	CI	Cigna Group	993	$273,750

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$804,634	7,778	+0.1%	Shares	Sole	2026-08-11
2026-03-31	$557,897	7,768	-4.0%	Shares	Sole	2026-05-08
2025-12-31	$642,419	8,095	-14.0%	Shares	Sole	2026-02-04
2025-09-30	$709,495	9,411	-3.5%	Shares	Sole	2025-11-05
2025-06-30	$672,417	9,748	-2.2%	Shares	Sole	2025-08-13
2025-03-31	$675,332	9,968	-47.7%	Shares	Sole	2025-08-15
2024-12-31	$855,917	19,067	-2.4%	Shares	Sole	2025-08-15
2024-09-30	$1,227,920	19,528	+3.6%	Shares	Sole	2024-10-25
2024-06-30	$1,113,753	18,858	+18.8%	Shares	Sole	2024-07-19
2024-03-31	$1,266,509	15,879	-11.3%	Shares	Sole	2024-07-19
2023-12-31	$1,413,462	17,901	-2.7%	Shares	Sole	2024-03-13
2023-09-30	$1,284,408	18,396	+2.5%	Shares	Sole	2024-03-13
2023-06-30	$1,240,883	17,950	+16.4%	Shares	Sole	2024-03-13
2023-03-31	$1,145,488	15,415	+12.8%	Shares	Sole	2023-05-12
2022-12-31	$1,274,000	13,671	-1.8%	Shares	Sole	2023-01-30
2022-09-30	$1,328,122	13,926	+0.2%	Shares	Sole	2022-11-02
2022-06-30	$1,288,437	13,905	+1.9%	Shares	Sole	2022-08-10
2022-03-31	$1,380,808	13,643	-0.7%	Shares	Sole	2022-05-09
2021-12-31	$1,416,696	13,733	-1.2%	Shares	Sole	2022-02-08
2021-09-30	$1,179,129	13,895	+0.4%	Shares	Sole	2021-11-03
2021-06-30	$1,155,310	13,846	-3.1%	Shares	Sole	2021-08-10
2021-03-31	$1,074,811	14,287	+29.8%	Shares	Sole	2021-05-17
2020-12-31	$751,983	11,010	+48.6%	Shares	Sole	2021-01-22
2020-09-30	$432,568	7,407	+70.8%	Shares	Sole	2020-10-20
2020-06-30	$281,709	4,336	+8.4%	Shares	Sole	2020-07-31
2020-03-31	$237,260	3,999	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.