Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$25,862
+$7,907 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,909
of 2,051 holders
Holding Since
Sep 2020
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, 2026Fortis Group Advisors, LLC holds $3,154,348 across 3 Healthcare Plans names. CVS ranks #2 (0.8% of the industry book) .
All Filings in CVS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,862 | 250 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,955 | 250 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,840 | 250 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,847 | 250 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $17,245 | 250 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,937 | 250 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,222 | 250 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,720 | 250 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $14,765 | 250 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $19,940 | 250 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $39,480 | 500 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $17,455 | 250 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $14,600 | 250 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||