Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$953,809
+$377,741 QoQ
Shares Held
9,220
+14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#989
of 2,054 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $5,917,665 across 5 Healthcare Plans names. CVS ranks #2 (16.1% of the industry book) .
All Filings in CVS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,809 | 9,220 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $576,068 | 8,021 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $685,511 | 8,638 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $538,435 | 7,142 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $557,565 | 8,083 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $292,951 | 4,324 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $268,442 | 5,980 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $494,614 | 7,866 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $321,817 | 5,449 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $724,061 | 9,078 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $713,798 | 9,040 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $627,891 | 8,993 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $527,323 | 7,628 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $453,959 | 6,109 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $477,971 | 5,129 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||