Visionary Wealth Advisors

Position in CVS — CVS HEALTH Corp

CIK 1802984 O'FALLON, IL

Position in CVS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,239,951

+$347,732 QoQ

Shares Held

11,986

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#884

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Visionary Wealth Advisors holds $5,054,358 across 4 Healthcare Plans names. CVS ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,107	$2,953,882
2	CVS	CVS HEALTH Corp This page	11,986	$1,239,951
3	CI	Cigna Group	2,093	$576,998
4	CNC	Centene Corp	4,417	$283,527

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,239,951	11,986	-3.5%	Shares	Sole	2026-08-13
2026-03-31	$892,219	12,423	-1.2%	Shares	Sole	2026-05-13
2025-12-31	$997,793	12,573	+0.9%	Shares	Sole	2026-02-13
2025-09-30	$939,660	12,464	-4.4%	Shares	Sole	2025-11-13
2025-06-30	$899,499	13,040	+34.5%	Shares	Sole	2025-08-14
2025-03-31	$656,836	9,695	+1.5%	Shares	Sole	2025-05-14
2024-12-31	$428,699	9,550	-28.3%	Shares	Sole	2025-02-14
2024-09-30	$837,310	13,316	-8.5%	Shares	Sole	2024-11-12
2024-06-30	$859,854	14,559	-75.8%	Shares	Sole	2024-08-13
2024-03-31	$4,799,877	60,179	+1.6%	Shares	Sole	2024-05-15
2023-12-31	$4,677,906	59,244	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$4,099,620	58,717	+12.4%	Shares	Sole	2023-11-13
2023-06-30	$3,612,802	52,261	+4.9%	Shares	Sole	2023-08-11
2023-03-31	$3,703,684	49,841	+5.7%	Shares	Sole	2023-05-15
2022-12-31	$4,395,585	47,168	+6.2%	Shares	Sole	2023-02-14
2022-09-30	$4,237,479	44,432	+4.9%	Shares	Sole	2022-11-14
2022-06-30	$3,925,726	42,367	+7.8%	Shares	Sole	2022-08-12
2022-03-31	$3,977,755	39,302	+1.8%	Shares	Sole	2022-05-12
2021-12-31	$3,983,832	38,618	+2.2%	Shares	Sole	2022-02-14
2021-09-30	$3,207,792	37,801	-5.0%	Shares	Sole	2021-11-12
2021-06-30	$3,319,076	39,778	+0.4%	Shares	Sole	2021-08-13
2021-03-31	$2,979,785	39,609	-0.8%	Shares	Sole	2021-05-18
2020-12-31	$2,726,262	39,916	-1.4%	Shares	Sole	2021-02-16
2020-09-30	$2,364,499	40,488	+1.3%	Shares	Sole	2020-11-16
2020-06-30	$2,597,955	39,987	-16.0%	Shares	Sole	2020-08-14
2020-03-31	$2,823,574	47,591	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.