Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$535,353
+$165,050 QoQ
Shares Held
5,175
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,210
of 2,054 holders
Holding Since
Dec 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, 2026MKT Advisors LLC holds $535,353 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
|
5,175 | $535,353 |
All Filings in CVS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,353 | 5,175 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $370,303 | 5,156 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $409,497 | 5,160 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $388,333 | 5,151 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $355,315 | 5,151 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $349,928 | 5,165 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $231,183 | 5,150 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $329,491 | 5,240 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $310,242 | 5,253 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $429,667 | 5,387 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $427,647 | 5,416 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $382,334 | 5,476 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $371,850 | 5,379 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $402,388 | 5,415 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $508,258 | 5,454 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $518,908 | 5,441 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $505,089 | 5,451 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $546,938 | 5,404 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $538,082 | 5,216 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||