Position in CVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$206,072
New position
Shares Held
1,992
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,701
of 2,054 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Intellus Advisors LLC holds $594,270 across 2 Healthcare Plans names. CVS ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
934 | $388,198 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
1,992 | $206,072 |
All Filings in CVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,072 | 1,992 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||