Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$832,772
+$270,781 QoQ
Shares Held
8,050
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,042
of 2,054 holders
Holding Since
Sep 2021
20 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, 2026ARS Wealth Advisors Group, LLC holds $832,772 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
8,050 | $832,772 |
All Filings in CVS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,772 | 8,050 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $561,991 | 7,825 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $638,609 | 8,047 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $572,059 | 7,588 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $529,145 | 7,671 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $514,222 | 7,590 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $376,941 | 8,397 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $531,147 | 8,447 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $526,815 | 8,920 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,001,816 | 25,098 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,843,378 | 48,675 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,603,988 | 123,231 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $8,236,286 | 119,142 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,476,764 | 114,073 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,256,398 | 110,059 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,205,879 | 117,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,644,595 | 114,878 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,553,020 | 114,149 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,920,241 | 115,551 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,744,049 | 114,825 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||