Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$317,591
+$86,906 QoQ
Shares Held
3,070
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,463
of 2,051 holders
Holding Since
Dec 2022
15 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, 2026Alliance Wealth Advisors, LLC /UT holds $634,301 across 2 Healthcare Plans names. CVS ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,070 | $317,591 | |
| 2 | UNH |
Unitedhealth Group Inc
|
762 | $316,710 |
All Filings in CVS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,591 | 3,070 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $230,685 | 3,212 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $303,552 | 3,825 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $373,180 | 4,950 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $341,726 | 4,954 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $328,384 | 4,847 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $229,926 | 5,122 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $320,499 | 5,097 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $255,493 | 4,326 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $300,216 | 3,764 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $261,278 | 3,309 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $265,316 | 3,800 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $231,378 | 3,347 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $207,250 | 2,789 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $208,279 | 2,235 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||