Net Worth Advisory Group

Position in CVS — CVS HEALTH Corp

CIK 1791998 SANDY, UT

Position in CVS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$985,464

+$141,723 QoQ

Shares Held

9,526

-18.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#970

of 2,051 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Net Worth Advisory Group holds $3,498,247 across 6 Healthcare Plans names. CVS ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	4,029	$1,110,714
2	CVS	CVS HEALTH Corp This page	9,526	$985,464
3	CNC	Centene Corp	8,076	$518,398
4	UNH	Unitedhealth Group Inc	866	$359,935
5	MOH	Molina Healthcare, Inc.	1,402	$320,637
6	ALHC	Alignment Healthcare, Inc.	8,530	$203,099

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$985,464	9,526	-18.9%	Shares	Sole	2026-07-14
2026-03-31	$843,741	11,748	+17.7%	Shares	Sole	2026-05-05
2025-12-31	$792,409	9,985	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.