INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
Position in CVS — CVS HEALTH Corp
CIK 867926
ATLANTA, GA
Position in CVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,213,882
+$414,670 QoQ
Shares Held
11,734
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#893
of 2,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds $1,566,751 across 2 Healthcare Plans names. CVS ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
11,734 | $1,213,882 | |
| 2 | UNH |
Unitedhealth Group Inc
|
849 | $352,869 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,882 | 11,734 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $799,212 | 11,128 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $805,504 | 10,150 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $742,365 | 9,847 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $642,755 | 9,318 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $658,191 | 9,715 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $444,635 | 9,905 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $674,136 | 10,721 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $597,214 | 10,112 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $847,689 | 10,628 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $878,351 | 11,124 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $772,977 | 11,071 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $623,483 | 9,019 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $640,329 | 8,617 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $802,831 | 8,615 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $821,517 | 8,614 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $816,612 | 8,813 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $923,642 | 9,126 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $939,684 | 9,109 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $745,325 | 8,783 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $639,317 | 7,662 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $538,947 | 7,164 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $308,306 | 4,514 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $407,573 | 6,979 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $422,564 | 6,504 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $371,643 | 6,264 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||