Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$513,836
New position
Shares Held
4,967
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,231
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, 2026Shah Wealth Advisors, LLC holds $1,333,156 across 2 Healthcare Plans names. CVS ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
2,972 | $819,320 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
4,967 | $513,836 |
All Filings in CVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,836 | 4,967 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||