1620 INVESTMENT ADVISORS, INC.

Position in CVS — CVS HEALTH Corp

CIK 1907281 PLYMOUTH, MA

Position in CVS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$295,556

+$99,488 QoQ

Shares Held

2,857

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,496

of 2,051 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Healthcare · as of Jun 30, 2026

1620 INVESTMENT ADVISORS, INC. holds $584,937 across 4 Healthcare Plans names. CVS ranks #1 (50.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	2,857	$295,556
2	UNH	Unitedhealth Group Inc	593	$246,468
3	PGNY	Progyny, Inc.	1,110	$32,001
4	CNC	Centene Corp	170	$10,912

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,556	2,857	+4.7%	Shares	Sole	2026-07-14
2026-03-31	$196,068	2,730	+1.8%	Shares	Sole	2026-05-13
2025-12-31	$212,922	2,683	-1.9%	Shares	Sole	2026-02-05
2025-09-30	$206,267	2,736	+6.1%	Shares	Sole	2025-10-07
2025-06-30	$177,899	2,579	+20.2%	Shares	Sole	2025-08-07
2025-03-31	$145,391	2,146	-4.5%	Shares	Sole	2025-05-14
2024-12-31	$100,867	2,247	-25.2%	Shares	Sole	2025-02-11
2024-09-30	$188,891	3,004	-1.3%	Shares	Sole	2024-10-25
2024-06-30	$179,778	3,044	-16.7%	Shares	Sole	2024-07-23
2024-03-31	$291,363	3,653	-6.7%	Shares	Sole	2024-05-13
2023-12-31	$309,286	3,917	+1.6%	Shares	Sole	2024-02-09
2023-09-30	$269,295	3,857	+1.1%	Shares	Sole	2023-11-09
2023-06-30	$263,661	3,814	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$281,337	3,786	-55.1%	Shares	Sole	2023-05-10
2022-12-31	$786,523	8,440	+2.6%	Shares	Sole	2023-02-14
2022-09-30	$784,704	8,228	-1.8%	Shares	Sole	2022-11-14
2022-06-30	$776,212	8,377	-1.8%	Shares	Sole	2022-08-09
2022-03-31	$863,321	8,530	0.0%	Shares	Sole	2022-05-16
2021-12-31	$879,954	8,530	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.