Souders Financial Advisors

Position in CVS — CVS HEALTH Corp

CIK 1811240 CINCINNATI, OH

Position in CVS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$573,630

+$224,226 QoQ

Shares Held

5,545

+14.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,187

of 2,051 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Souders Financial Advisors holds $3,079,707 across 3 Healthcare Plans names. CVS ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,057	$1,686,210
2	ELV	Elevance Health, Inc.	2,120	$819,867
3	CVS	CVS HEALTH Corp This page	5,545	$573,630

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$573,630	5,545	+14.0%	Shares	Sole	2026-08-05
2026-03-31	$349,404	4,865	+5.5%	Shares	Sole	2026-05-04
2025-12-31	$366,008	4,612	+4.4%	Shares	Sole	2026-02-02
2025-09-30	$333,073	4,418	+0.7%	Shares	Sole	2025-11-04
2025-06-30	$302,753	4,389	+9.2%	Shares	Sole	2025-08-06
2025-03-31	$272,219	4,018	-4.1%	Shares	Sole	2025-05-05
2024-09-30	$263,530	4,191	-8.1%	Shares	Sole	2024-11-05
2024-06-30	$269,254	4,559	+1.2%	Shares	Sole	2024-08-28
2024-03-31	$359,239	4,504	+3.6%	Shares	Sole	2024-05-08
2023-12-31	$343,397	4,349	+2.8%	Shares	Sole	2024-01-24
2023-09-30	$295,268	4,229	+0.8%	Shares	Sole	2023-11-06
2023-06-30	$289,931	4,194	-0.4%	Shares	Sole	2023-08-09
2023-03-31	$312,770	4,209	-14.5%	Shares	Sole	2023-05-09
2022-12-31	$458,494	4,920	-3.0%	Shares	Sole	2023-02-13
2022-09-30	$483,525	5,070	-1.9%	Shares	Sole	2022-11-10
2022-06-30	$478,774	5,167	+15.0%	Shares	Sole	2022-08-05
2022-03-31	$454,635	4,492	-3.5%	Shares	Sole	2022-05-04
2021-12-31	$480,003	4,653	-86.7%	Shares	Sole	2022-02-04
2021-09-30	$2,975,615	35,065	+1.4%	Shares	Sole	2021-11-03
2021-06-30	$2,885,772	34,585	-3.2%	Shares	Sole	2021-08-09
2021-03-31	$2,688,494	35,737	+3.0%	Shares	Sole	2021-05-13
2020-12-31	$2,368,780	34,682	+1.8%	Shares	Sole	2021-02-09
2020-09-30	$1,989,746	34,071	+1.8%	Shares	Sole	2020-11-12
2020-06-30	$2,174,675	33,472	+102.4%	Shares	Sole	2020-08-11
2020-03-31	$981,199	16,538	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.