Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$764,598
+$68,519 QoQ
Shares Held
7,391
-23.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,071
of 2,054 holders
Holding Since
Jun 2025
5 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, 2026Centennial Wealth Advisory LLC holds $1,087,958 across 2 Healthcare Plans names. CVS ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
7,391 | $764,598 | |
| 2 | UNH |
Unitedhealth Group Inc
|
778 | $323,360 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,598 | 7,391 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $696,079 | 9,692 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $604,008 | 7,611 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $591,962 | 7,852 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $518,453 | 7,516 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||