Soltis Investment Advisors LLC

Position in CVS — CVS HEALTH Corp

CIK 1802530 ST. GEORGE, UT

Position in CVS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$684,735

+$93,513 QoQ

Shares Held

6,619

-19.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,120

of 2,054 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Healthcare · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $15,878,184 across 5 Healthcare Plans names. CVS ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	31,654	$13,156,352
2	CI	Cigna Group	3,529	$972,874
3	CVS	CVS HEALTH Corp This page	6,619	$684,735
4	CNC	Centene Corp	10,045	$644,788
5	MOH	Molina Healthcare, Inc.	1,834	$419,435

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$684,735	6,619	-19.6%	Shares	Sole	2026-07-31
2026-03-31	$591,222	8,232	+2.3%	Shares	Sole	2026-04-27
2025-12-31	$638,371	8,044	+54.5%	Shares	Sole	2026-04-02
2025-09-30	$392,631	5,208	+8.2%	Shares	Sole	2025-11-12
2025-06-30	$331,931	4,812	+11.5%	Shares	Sole	2025-08-06
2025-03-31	$292,409	4,316	-95.7%	Shares	Sole	2025-05-13
2024-09-30	$6,337,612	100,789	+1.3%	Shares	Sole	2025-01-03
2024-06-30	$5,873,339	99,447	+2.5%	Shares	Sole	2024-08-12
2024-03-31	$7,740,947	97,053	+6.4%	Shares	Sole	2024-05-29
2023-12-31	$7,205,494	91,255	-5.0%	Shares	Sole	2024-01-26
2023-09-30	$6,705,652	96,042	+13.0%	Shares	Sole	2023-11-08
2023-06-30	$5,876,672	85,009	+39.3%	Shares	Sole	2023-08-09
2023-03-31	$4,534,842	61,026	+21.6%	Shares	Sole	2023-05-03
2022-12-31	$4,678,510	50,204	-27.1%	Shares	Sole	2023-02-09
2022-09-30	$6,566,987	68,858	+16.8%	Shares	Sole	2022-11-14
2022-06-30	$5,463,326	58,961	+16.3%	Shares	Sole	2022-08-11
2022-03-31	$5,129,019	50,677	+66.3%	Shares	Sole	2022-05-06
2021-12-31	$3,143,801	30,475	+8.8%	Shares	Sole	2022-02-09
2021-09-30	$2,376,674	28,007	+6.2%	Shares	Sole	2021-11-09
2021-06-30	$2,200,396	26,371	+10.4%	Shares	Sole	2021-08-04
2021-03-31	$1,796,341	23,878	+17.0%	Shares	Sole	2021-05-11
2020-12-31	$1,394,207	20,413	+32.0%	Shares	Sole	2021-02-10
2020-09-30	$903,331	15,468	+33.6%	Shares	Sole	2020-10-28
2020-06-30	$752,287	11,579	+44.8%	Shares	Sole	2020-08-12
2020-03-31	$474,402	7,996	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.