Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$719,908
+$67,352 QoQ
Shares Held
6,959
-23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,104
of 2,054 holders
Holding Since
Mar 2025
6 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, 2026Advyzon Investment Management, LLC holds $5,521,592 across 3 Healthcare Plans names. CVS ranks #2 (13.0% of the industry book) .
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,908 | 6,959 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $652,556 | 9,086 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $451,161 | 5,685 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $300,127 | 3,981 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $215,631 | 3,126 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $206,298 | 3,045 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||