Position in CVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,560,129
+$624,315 QoQ
Shares Held
15,081
+15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#811
of 2,054 holders
Holding Since
Mar 2024
7 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, 2026Savvy Advisors, Inc. holds $10,072,048 across 6 Healthcare Plans names. CVS ranks #2 (15.5% of the industry book) .
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,560,129 | 15,081 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $935,814 | 13,030 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $781,616 | 9,849 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $589,851 | 7,824 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $378,907 | 5,493 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $236,583 | 3,492 | Shares | Sole | 2025-05-12 | |
| 2024-03-31 | $278,043 | 3,486 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||