Skip to main content

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

CVS holding history

CVS Health Corp in every 13F filed by Visionary Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q2 2026)
11,986
Value
$1.24M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CVS by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,986$1.24M<0.1%−437−3.5%ReducedHolders
Q1 202612,423$892.2K<0.1%−150−1.2%ReducedHolders
Q4 202512,573$997.8K<0.1%+109+0.9%AddedHolders
Q3 202512,464$939.7K<0.1%−576−4.4%ReducedHolders
Q2 202513,040$899.5K<0.1%+3,345+34.5%AddedHolders
Q1 20259,695$656.8K<0.1%+145+1.5%AddedHolders
Q4 20249,550$428.7K<0.1%−3,766−28.3%ReducedHolders
Q3 202413,316$837.3K0.1%−1,243−8.5%ReducedHolders
Q2 202414,559$859.8K0.1%−45,620−75.8%ReducedHolders
Q1 202460,179$4.80M0.3%+935+1.6%AddedHolders
Q4 202359,244$4.68M0.3%+527+0.9%AddedHolders
Q3 202358,717$4.10M0.3%+6,456+12.4%AddedHolders
Q2 202352,261$3.61M0.3%+2,420+4.9%AddedHolders
Q1 202349,841$3.70M0.3%+2,673+5.7%AddedHolders
Q4 202247,168$4.40M0.4%+2,736+6.2%AddedHolders
Q3 202244,432$4.24M0.4%+2,065+4.9%AddedHolders
Q2 202242,367$3.93M0.4%+3,065+7.8%AddedHolders
Q1 202239,302$3.98M0.3%+684+1.8%AddedHolders
Q4 202138,618$3.98M0.3%+817+2.2%AddedHolders
Q3 202137,801$3.21M0.3%−1,977−5.0%ReducedHolders
Q2 202139,778$3.32M0.3%+169+0.4%AddedHolders
Q1 202139,609$2.98M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.