Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$98,587
+$37,206 QoQ
Shares Held
953
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,785
of 2,054 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $2,093,667 across 7 Healthcare Plans names. CVS ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,953 | $1,642,985 | |
| 2 | CI |
Cigna Group
|
648 | $178,640 | |
| 3 | HUM |
Humana Inc
|
287 | $114,002 | |
| 4 | CVS |
CVS HEALTH Corp
This page
|
953 | $98,587 | |
| 5 | ELV |
Elevance Health, Inc.
|
146 | $56,462 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
68 | $1,619 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
6 | $1,372 |
All Filings in CVS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,587 | 953 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $61,381 | 906 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $40,670 | 906 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $56,969 | 906 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $80,085 | 1,356 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $98,742 | 1,238 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $140,627 | 1,781 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $122,743 | 1,758 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $131,761 | 1,906 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $193,503 | 2,604 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $247,419 | 2,655 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $256,068 | 2,685 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $246,012 | 2,655 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $253,531 | 2,505 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $268,216 | 2,600 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $169,889 | 2,002 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $96,039 | 1,151 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $85,235 | 1,133 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $77,383 | 1,133 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $66,167 | 1,133 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $73,611 | 1,133 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $67,220 | 1,133 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||