Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$355,247
+$107,756 QoQ
Shares Held
3,434
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,405
of 2,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Orange Investment Advisors, Inc. holds $1,647,025 across 2 Healthcare Plans names. CVS ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,108 | $1,291,778 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,434 | $355,247 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,247 | 3,434 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $247,491 | 3,446 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $327,042 | 4,121 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $562,334 | 7,459 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $532,111 | 7,714 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $567,812 | 8,381 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $390,812 | 8,706 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $688,473 | 10,949 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $870,308 | 14,736 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,037,757 | 13,011 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,147,762 | 14,536 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,101,340 | 15,774 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,252,289 | 18,115 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,401,858 | 18,865 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,804,624 | 19,365 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,803,637 | 18,912 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,783,241 | 19,245 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,957,907 | 19,345 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,885,867 | 18,281 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,563,630 | 18,426 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,600,462 | 19,181 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $1,597,208 | 21,231 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,492,764 | 21,856 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,305,590 | 22,356 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,489,502 | 22,926 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $1,372,065 | 23,126 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||