Position in CVS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$45,104
+$13,791 QoQ
Shares Held
436
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,868
of 2,054 holders
Holding Since
Sep 2021
13 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, 2026Cedar Mountain Advisors, LLC holds $142,347 across 8 Healthcare Plans names. CVS ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
436 | $45,104 | |
| 2 | UNH |
Unitedhealth Group Inc
|
106 | $44,056 | |
| 3 | CI |
Cigna Group
|
110 | $30,324 | |
| 4 | CLOV |
Clover Health Investments, Corp. /De
|
2,000 | $10,480 | |
| 5 | ELV |
Elevance Health, Inc.
|
14 | $5,414 | |
| 6 | HUM |
Humana Inc
|
12 | $4,766 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
8 | $1,829 | |
| 8 | PGNY |
Progyny, Inc.
|
13 | $374 |
All Filings in CVS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,104 | 436 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $31,313 | 436 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $29,442 | 371 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $27,969 | 371 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $25,591 | 371 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $25,135 | 371 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $16,654 | 371 | Shares | Sole | 2025-01-21 | |
| 2022-12-31 | $8,480 | 91 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,678 | 91 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $8,432 | 91 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $9,210 | 91 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $9,387 | 91 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $7,722 | 91 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||