Farther Finance Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1992825 SAN FRANCISCO, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,295,864

+$1,552,340 QoQ

Shares Held

41,526

+8.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#544

of 2,051 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $26,046,270 across 11 Healthcare Plans names. CVS ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	23,255	$9,665,475
2	CVS	CVS HEALTH Corp This page	41,526	$4,295,864
3	ELV	Elevance Health, Inc.	9,308	$3,599,682
4	CI	Cigna Group	8,060	$2,221,980
5	CNC	Centene Corp	32,245	$2,069,806
6	HUM	Humana Inc	4,518	$1,794,639
7	CLOV	Clover Health Investments, Corp. /De	265,640	$1,391,953
8	MOH	Molina Healthcare, Inc.	2,064	$472,036

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,295,864	41,526	+8.7%	Shares	Sole	2026-07-17
2026-03-31	$2,743,524	38,200	+30.8%	Shares	Sole	2026-04-07
2025-12-31	$2,317,867	29,207	+64.1%	Shares	Sole	2026-01-23
2025-09-30	$1,341,414	17,793	+15.7%	Shares	Sole	2025-10-14
2025-06-30	$1,060,360	15,372	-5.6%	Shares	Sole	2025-07-11
2025-03-31	$1,102,834	16,278	+27.2%	Shares	Sole	2025-04-14
2024-12-31	$574,457	12,797	-18.5%	Shares	Sole	2025-02-10
2024-09-30	$987,844	15,710	-13.1%	Shares	Sole	2024-10-29
2024-06-30	$1,067,863	18,081	-18.5%	Shares	Sole	2024-07-31
2024-03-31	$1,769,714	22,188	-22.9%	Shares	Sole	2024-05-14
2023-12-31	$2,271,521	28,768	+179.5%	Shares	Sole	2024-02-15
2023-09-30	$718,657	10,293	+80.7%	Shares	Sole	2023-11-14
2023-06-30	$393,764	5,696	-5.1%	Shares	Sole	2024-05-14
2023-03-31	$445,860	6,000	-13.0%	Shares	Sole	2024-05-14
2022-12-31	$642,731	6,897	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.