C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in CVS — CVS HEALTH Corp
CIK 1965756
Westlake, OH
Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$437,179
+$84,759 QoQ
Shares Held
4,226
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,302
of 2,051 holders
Holding Since
Mar 2024
4 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, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $923,466 across 2 Healthcare Plans names. CVS ranks #2 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,170 | $486,287 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
4,226 | $437,179 |
All Filings in CVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,179 | 4,226 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $352,420 | 4,907 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $785,664 | 9,900 | Shares | Sole | 2026-01-20 | |
| 2024-03-31 | $227,316 | 2,850 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||