Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$520,043
+$282,966 QoQ
Shares Held
5,027
+52.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,221
of 2,054 holders
Holding Since
Mar 2024
9 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, 2026AA Financial Advisors, LLC holds $1,472,251 across 2 Healthcare Plans names. CVS ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,291 | $952,208 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
5,027 | $520,043 |
All Filings in CVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,043 | 5,027 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $237,077 | 3,301 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $267,284 | 3,368 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $244,414 | 3,242 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $226,254 | 3,280 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $242,545 | 3,580 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $228,631 | 3,636 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $214,742 | 3,636 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $310,824 | 3,897 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||