Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$44,069
+$14,336 QoQ
Shares Held
426
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,871
of 2,051 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $633,573 across 8 Healthcare Plans names. CVS ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
962 | $372,034 | |
| 2 | UNH |
Unitedhealth Group Inc
|
351 | $145,886 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
426 | $44,069 | |
| 4 | CI |
Cigna Group
|
148 | $40,800 | |
| 5 | HUM |
Humana Inc
|
56 | $22,244 | |
| 6 | CNC |
Centene Corp
|
77 | $4,942 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
11 | $2,515 | |
| 8 | OSCR |
Oscar Health, Inc.
|
38 | $1,083 |
All Filings in CVS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,069 | 426 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $29,733 | 414 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $23,966 | 302 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $22,315 | 296 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $48,837 | 708 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $30,826 | 455 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $9,292 | 207 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $21,567 | 343 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,080 | 340 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $30,627 | 384 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $26,293 | 333 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,605 | 467 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $28,965 | 419 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,783 | 495 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $48,272 | 518 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $46,254 | 485 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $34,006 | 367 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $41,367 | 401 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,221 | 309 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||