MONEY CONCEPTS CAPITAL CORP

Position in CVS — CVS HEALTH Corp

CIK 716851 PALM BEACH GARDENS, FL

Position in CVS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$611,803

+$162,713 QoQ

Shares Held

5,914

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,162

of 2,054 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MONEY CONCEPTS CAPITAL CORP holds $6,099,768 across 4 Healthcare Plans names. CVS ranks #2 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,916	$4,952,647
2	CVS	CVS HEALTH Corp This page	5,914	$611,803
3	ELV	Elevance Health, Inc.	784	$303,196
4	CI	Cigna Group	842	$232,122

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$611,803	5,914	-5.4%	Shares	Sole	2026-08-04
2026-03-31	$449,090	6,253	+1.9%	Shares	Sole	2026-04-30
2025-12-31	$486,794	6,134	-7.2%	Shares	Sole	2026-02-04
2025-09-30	$498,101	6,607	+5.4%	Shares	Sole	2025-11-04
2025-06-30	$432,228	6,266	+8.9%	Shares	Sole	2025-08-14
2025-03-31	$389,698	5,752	-7.1%	Shares	Sole	2025-04-24
2024-12-31	$277,958	6,192	-12.0%	Shares	Sole	2025-01-27
2024-09-30	$442,675	7,040	+2.1%	Shares	Sole	2024-10-31
2024-06-30	$407,100	6,893	-0.5%	Shares	Sole	2024-08-02
2024-03-31	$552,657	6,929	+7.5%	Shares	Sole	2024-05-01
2023-12-31	$509,134	6,448	+0.7%	Shares	Sole	2024-02-12
2023-09-30	$447,266	6,406	+4.3%	Shares	Sole	2023-11-01
2023-06-30	$424,665	6,143	+16.5%	Shares	Sole	2023-08-01
2023-03-31	$391,688	5,271	-58.2%	Shares	Sole	2023-05-01
2022-12-31	$1,174,007	12,598	+101.7%	Shares	Sole	2023-02-14
2022-09-30	$595,776	6,247	+14.3%	Shares	Sole	2022-10-27
2022-06-30	$506,572	5,467	-52.0%	Shares	Sole	2022-07-18
2022-03-31	$1,153,692	11,399	+109.3%	Shares	Sole	2022-05-13
2021-12-31	$561,706	5,445	+9.5%	Shares	Sole	2022-02-14
2021-03-31	$374,118	4,973	+3.7%	Shares	Sole	2021-05-17
2020-12-31	$327,566	4,796	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.