Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$232,141
+$32,063 QoQ
Shares Held
2,244
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,629
of 2,051 holders
Holding Since
Dec 2022
2 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, 2026Alpha Financial Advisors, LLC holds $821,504 across 2 Healthcare Plans names. CVS ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,418 | $589,363 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,244 | $232,141 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,141 | 2,244 | Shares | Sole | 2026-08-13 | |
| 2022-12-31 | $200,078 | 2,147 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||