OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in CVS — CVS HEALTH Corp

CIK 714364 WILLIAMSVILLE, NY

Position in CVS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$98,691

+$27,087 QoQ

Shares Held

954

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,781

of 2,051 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $387,012 across 7 Healthcare Plans names. CVS ranks #1 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	954	$98,691
2	UNH	Unitedhealth Group Inc	215	$89,360
3	ELV	Elevance Health, Inc.	215	$83,146
4	CNC	Centene Corp	761	$48,848
5	HUM	Humana Inc	108	$42,899
6	CI	Cigna Group	45	$12,405
7	MOH	Molina Healthcare, Inc.	51	$11,663

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,691	954	-4.3%	Shares	Sole	2026-08-07
2026-03-31	$71,604	997	-8.6%	Shares	Sole	2026-05-12
2025-12-31	$86,581	1,091	-15.6%	Shares	Sole	2026-01-23
2025-09-30	$97,403	1,292	-2.3%	Shares	Sole	2025-11-04
2025-06-30	$91,191	1,322	+3.0%	Shares	Sole	2025-08-08
2025-03-31	$86,923	1,283	+1681.9%	Shares	Sole	2025-05-09
2024-12-31	$3,232	72	-79.1%	Shares	Sole	2025-01-24
2024-09-30	$21,693	345	-6.8%	Shares	Sole	2024-11-08
2024-06-30	$21,852	370	-39.9%	Shares	Sole	2024-08-08
2024-03-31	$49,132	616	-21.5%	Shares	Sole	2024-05-03
2023-12-31	$61,983	785	-97.7%	Shares	Sole	2024-02-09
2023-09-30	$2,383,166	34,133	-0.0%	Shares	Sole	2023-10-19
2023-06-30	$2,360,512	34,146	-4.5%	Shares	Sole	2023-08-03
2023-03-31	$2,658,068	35,770	-3.4%	Shares	Sole	2023-05-03
2022-12-31	$3,449,521	37,016	-0.7%	Shares	Sole	2023-01-30
2022-09-30	$3,554,821	37,274	+0.5%	Shares	Sole	2022-10-20
2022-06-30	$3,438,149	37,105	+1.7%	Shares	Sole	2022-07-21
2022-03-31	$3,693,962	36,498	+1.8%	Shares	Sole	2022-04-26
2021-12-31	$3,698,286	35,850	-0.2%	Shares	Sole	2022-01-18
2021-09-30	$3,048,001	35,918	-0.1%	Shares	Sole	2021-10-27
2021-06-30	$2,998,833	35,940	+2.2%	Shares	Sole	2021-07-14
2021-03-31	$2,645,011	35,159	+12.9%	Shares	Sole	2021-04-26
2020-12-31	$2,126,315	31,132	+3.1%	Shares	Sole	2021-01-20
2020-09-30	$1,763,738	30,201	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.