Herold Advisors, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1891713 New York, NY

Position in CVS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$860,910

+$180,344 QoQ

Shares Held

8,322

-12.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,030

of 2,051 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Herold Advisors, Inc. holds $1,772,386 across 2 Healthcare Plans names. CVS ranks #2 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	2,193	$911,476
2	CVS	CVS HEALTH Corp This page	8,322	$860,910

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$860,910	8,322	-12.2%	Shares	Sole	2026-07-22
2026-03-31	$680,566	9,476	-6.3%	Shares	Sole	2026-05-15
2025-12-31	$802,964	10,118	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$762,117	10,109	-7.9%	Shares	Sole	2025-11-13
2025-06-30	$757,124	10,976	-6.1%	Shares	Sole	2025-08-14
2025-03-31	$791,997	11,690	-5.6%	Shares	Sole	2025-05-13
2024-12-31	$555,603	12,377	-29.1%	Shares	Sole	2025-02-14
2024-09-30	$1,097,696	17,457	-26.4%	Shares	Sole	2024-11-14
2024-06-30	$1,401,257	23,726	+0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,892,226	23,724	-1.0%	Shares	Sole	2024-05-10
2023-12-31	$1,892,276	23,965	+1.4%	Shares	Sole	2024-02-02
2023-09-30	$1,649,986	23,632	-20.3%	Shares	Sole	2023-11-08
2023-06-30	$2,049,151	29,642	+11.7%	Shares	Sole	2023-07-17
2023-03-31	$1,972,038	26,538	+12.0%	Shares	Sole	2023-04-19
2022-12-31	$2,208,882	23,703	-22.1%	Shares	Sole	2023-02-14
2022-09-30	$2,903,158	30,441	-0.6%	Shares	Sole	2022-11-08
2022-06-30	$2,836,415	30,611	+2.0%	Shares	Sole	2022-07-15
2022-03-31	$3,036,806	30,005	+157.8%	Shares	Sole	2022-05-09
2021-12-31	$1,200,679	11,639	-3.3%	Shares	Sole	2022-01-20
2021-09-30	$1,020,950	12,031	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.