Diversify Advisory Services, LLC

Position in CVS — CVS HEALTH Corp

CIK 2021232 SANDY, UT

Position in CVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,486,885

+$2,670,364 QoQ

Shares Held

33,706

+196.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#608

of 2,051 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Healthcare · as of Jun 30, 2026

Diversify Advisory Services, LLC holds $21,293,063 across 6 Healthcare Plans names. CVS ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	33,396	$13,880,379
2	CVS	CVS HEALTH Corp This page	33,706	$3,486,885
3	CI	Cigna Group	5,230	$1,441,806
4	ELV	Elevance Health, Inc.	2,198	$850,032
5	CNC	Centene Corp	12,896	$827,794
6	MOH	Molina Healthcare, Inc.	3,525	$806,167

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,486,885	33,706	+196.5%	Shares	Sole	2026-08-10
2026-03-31	$816,521	11,369	-42.6%	Shares	Sole	2026-05-04
2025-12-31	$1,570,931	19,795	+8.2%	Shares	Sole	2026-01-23
2025-09-30	$1,379,712	18,301	+22.9%	Shares	Sole	2025-11-13
2025-06-30	$1,027,388	14,894	+72.5%	Shares	Sole	2025-08-14
2025-03-31	$584,953	8,634	-6.9%	Shares	Sole	2025-05-05
2024-12-31	$416,309	9,274	-67.2%	Shares	Sole	2025-01-16
2024-09-30	$1,779,566	28,301	+6.8%	Shares	Sole	2024-10-25
2024-06-30	$1,565,149	26,501	-29.4%	Shares	Sole	2024-07-12
2024-03-31	$2,994,589	37,545	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.