Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$407,903
+$137,501 QoQ
Shares Held
3,943
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,341
of 2,058 holders
Holding Since
Dec 2022
14 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, 2026PETRA FINANCIAL ADVISORS INC holds $407,903 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
|
3,943 | $407,903 |
All Filings in CVS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,903 | 3,943 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $270,402 | 3,765 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $336,407 | 4,239 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $343,326 | 4,554 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $309,789 | 4,491 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $294,577 | 4,348 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $260,637 | 4,145 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $258,741 | 4,381 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $365,460 | 4,582 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $344,818 | 4,367 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $383,591 | 5,494 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $355,259 | 5,139 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $408,853 | 5,502 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $478,903 | 5,139 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||