Intrua Financial, LLC

Position in CVS — CVS HEALTH Corp

CIK 1812792 Houston, TX

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$502,353

+$108,062 QoQ

Shares Held

4,856

-11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,240

of 2,054 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Intrua Financial, LLC holds $1,862,937 across 3 Healthcare Plans names. CVS ranks #3 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,813	$753,537
2	CI	Cigna Group	2,202	$607,047
3	CVS	CVS HEALTH Corp This page	4,856	$502,353

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,353	4,856	-11.5%	Shares	Sole	2026-07-24
2026-03-31	$394,291	5,490	-0.3%	Shares	Sole	2026-04-23
2025-12-31	$437,194	5,509	-20.6%	Shares	Sole	2026-02-05
2025-09-30	$523,357	6,942	-5.8%	Shares	Sole	2025-10-29
2025-06-30	$508,589	7,373	-14.0%	Shares	Sole	2025-08-08
2025-03-31	$580,820	8,573	-15.6%	Shares	Sole	2025-05-28
2024-12-31	$456,037	10,159	-15.2%	Shares	Sole	2025-05-28
2024-09-30	$753,428	11,982	-5.3%	Shares	Sole	2025-05-28
2024-06-30	$747,168	12,651	-6.3%	Shares	Sole	2025-05-28
2024-03-31	$1,076,760	13,500	-9.1%	Shares	Sole	2025-05-28
2023-12-31	$1,172,950	14,855	+3.2%	Shares	Sole	2025-05-28
2023-09-30	$1,005,408	14,400	-0.6%	Shares	Sole	2025-05-28
2023-06-30	$1,001,140	14,482	+29.5%	Shares	Sole	2025-02-13
2023-03-31	$831,231	11,186	+1.8%	Shares	Sole	2023-05-15
2022-12-31	$1,024,344	10,992	-1.1%	Shares	Sole	2023-01-20
2022-09-30	$1,060,323	11,118	-9.9%	Shares	Sole	2022-11-14
2022-06-30	$1,143,795	12,344	-20.7%	Shares	Sole	2022-08-12
2022-03-31	$1,575,940	15,571	-13.4%	Shares	Sole	2022-05-11
2021-12-31	$1,855,126	17,983	-24.7%	Shares	Sole	2022-02-14
2021-09-30	$2,026,711	23,883	+55.0%	Shares	Sole	2021-10-28
2021-06-30	$1,285,810	15,410	0.0%	Shares	Sole	2021-08-12
2021-03-31	$1,159,294	15,410	+26.9%	Shares	Sole	2021-04-30
2020-12-31	$829,571	12,146	+2.4%	Shares	Sole	2021-02-03
2020-09-30	$692,448	11,857	+81.9%	Shares	Sole	2020-11-16
2020-06-30	$423,409	6,517	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.