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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

CVS holding history

CVS Health Corp in every 13F filed by SageView Advisory Group, LLC, 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)
9,591
Value
$992.2K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CVS by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,591$992.2K<0.1%−817−7.8%ReducedHolders
Q1 202610,408$747.5K<0.1%−1,492−12.5%ReducedHolders
Q4 202511,900$944.4K<0.1%−3,777−24.1%ReducedHolders
Q3 202515,677$1.18M<0.1%+414+2.7%AddedHolders
Q2 202515,263$910.3K<0.1%+1,424+10.3%AddedHolders
Q1 202513,839$937.6K<0.1%−117−0.8%ReducedHolders
Q4 202413,956$626.5K<0.1%+1,739+14.2%AddedHolders
Q3 202412,217$768.2K<0.1%−2,940−19.4%ReducedHolders
Q2 202415,157$895.2K<0.1%+625+4.3%AddedHolders
Q1 202414,532$1.16M0.1%−2,704−15.7%ReducedHolders
Q4 202317,236$1.27M0.1%−306−1.7%ReducedHolders
Q3 202317,542$1.22M0.1%+1,149+7.0%AddedHolders
Q2 202316,393$1.13M0.1%+5,855+55.6%AddedHolders
Q1 202310,538$783.1K<0.1%+1,243+13.4%AddedHolders
Q4 20229,295$866.2K0.1%–No prior filingHolders