Position in CVS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$982,425
-$18,066 QoQ
Shares Held
13,679
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
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, 2026San Luis Wealth Advisors LLC holds $10,380,359 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
24,975 | $10,380,359 |
All Filings in CVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $982,425 | 13,679 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,000,491 | 12,607 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $896,311 | 11,889 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $673,727 | 9,767 | Shares | Sole | 2025-07-17 | |
| 2022-03-31 | $65,381 | 646 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||