Narwhal Capital Management

Position in CVS — CVS HEALTH Corp

CIK 1461287 MARIETTA, GA

Position in CVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$687,528

+$390,481 QoQ

Shares Held

6,646

+60.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,119

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Narwhal Capital Management holds $2,763,603 across 3 Healthcare Plans names. CVS ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,500	$1,870,335
2	CVS	CVS HEALTH Corp This page	6,646	$687,528
3	ELV	Elevance Health, Inc.	532	$205,740

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$687,528	6,646	+60.7%	Shares	Sole	2026-07-24
2026-03-31	$297,047	4,136	0.0%	Shares	Sole	2026-04-24
2025-12-31	$328,232	4,136	0.0%	Shares	Sole	2026-01-30
2025-09-30	$311,813	4,136	-8.5%	Shares	Sole	2025-10-24
2025-06-30	$311,720	4,519	-59.9%	Shares	Sole	2025-07-23
2025-03-31	$763,474	11,269	-2.1%	Shares	Sole	2025-04-23
2024-12-31	$516,639	11,509	-57.5%	Shares	Sole	2025-01-22
2024-09-30	$1,703,670	27,094	-25.7%	Shares	Sole	2024-10-22
2024-06-30	$2,152,855	36,452	-5.5%	Shares	Sole	2024-08-05
2024-03-31	$3,077,061	38,579	-26.6%	Shares	Sole	2024-04-26
2023-12-31	$4,152,664	52,592	-11.0%	Shares	Sole	2024-01-25
2023-09-30	$4,127,269	59,113	-0.0%	Shares	Sole	2023-10-30
2023-06-30	$4,087,795	59,132	+22.6%	Shares	Sole	2023-08-03
2023-03-31	$3,583,748	48,227	-2.0%	Shares	Sole	2023-05-02
2022-12-31	$4,584,016	49,190	+11.3%	Shares	Sole	2023-01-31
2022-09-30	$4,214,686	44,193	+6.6%	Shares	Sole	2022-11-01
2022-06-30	$3,841,961	41,463	+0.1%	Shares	Sole	2022-08-01
2022-03-31	$4,191,004	41,409	-18.2%	Shares	Sole	2022-04-26
2021-12-31	$5,224,538	50,645	+0.6%	Shares	Sole	2022-01-26
2021-09-30	$4,272,870	50,352	+0.1%	Shares	Sole	2021-10-22
2021-06-30	$4,198,951	50,323	+2.6%	Shares	Sole	2021-07-29
2021-03-31	$3,691,385	49,068	-3.1%	Shares	Sole	2021-04-23
2020-12-31	$3,458,507	50,637	-27.6%	Shares	Sole	2021-02-02
2020-09-30	$4,083,503	69,923	+12.5%	Shares	Sole	2020-10-26
2020-06-30	$4,037,950	62,151	-3.8%	Shares	Sole	2020-07-22
2020-03-31	$3,834,853	64,636	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.