Caerus Investment Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1862682 WEST LAKE HILLS, TX

Position in CVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$254,797

-$186,841 QoQ

Shares Held

2,463

-55.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,575

of 2,054 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Caerus Investment Advisors, LLC holds $2,712,419 across 4 Healthcare Plans names. CVS ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	18,814	$1,207,670
2	UNH	Unitedhealth Group Inc	1,640	$681,633
3	MOH	Molina Healthcare, Inc.	2,485	$568,319
4	CVS	CVS HEALTH Corp This page	2,463	$254,797

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,797	2,463	-55.7%	Shares	Sole	2026-08-14
2025-12-31	$441,638	5,565	+1.3%	Shares	Sole	2026-02-12
2025-09-30	$414,343	5,496	—	Shares	Sole	2025-11-20
No filing history on record for this holder in this stock.