Triangle Securities Wealth Management

Broker-Dealer

Position in CVS — CVS HEALTH Corp

CIK 1541353 RALEIGH, NC

Position in CVS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$885,428

+$246,805 QoQ

Shares Held

8,559

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,017

of 2,051 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Triangle Securities Wealth Management holds $3,247,697 across 3 Healthcare Plans names. CVS ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,558	$1,894,441
2	CVS	CVS HEALTH Corp This page	8,559	$885,428
3	CI	Cigna Group	1,697	$467,828

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$885,428	8,559	-3.7%	Shares	Sole	2026-07-14
2026-03-31	$638,623	8,892	-6.6%	Shares	Sole	2026-04-20
2025-12-31	$755,824	9,524	-1.4%	Shares	Sole	2026-01-13
2025-09-30	$727,890	9,655	-1.5%	Shares	Sole	2025-10-15
2025-06-30	$675,866	9,798	-0.7%	Shares	Sole	2025-07-10
2025-03-31	$668,218	9,863	-2.0%	Shares	Sole	2025-04-10
2024-12-31	$451,593	10,060	-29.8%	Shares	Sole	2025-01-15
2024-09-30	$900,944	14,328	-40.8%	Shares	Sole	2024-11-14
2024-06-30	$1,430,137	24,215	-3.5%	Shares	Sole	2024-07-10
2024-03-31	$2,002,454	25,106	-0.6%	Shares	Sole	2024-04-10
2023-12-31	$1,993,345	25,245	-0.8%	Shares	Sole	2024-01-10
2023-09-30	$1,776,011	25,437	-1.5%	Shares	Sole	2023-10-10
2023-06-30	$1,784,521	25,814	+0.8%	Shares	Sole	2023-07-13
2023-03-31	$1,903,450	25,615	-1.5%	Shares	Sole	2023-04-20
2022-12-31	$2,423,499	26,006	-2.1%	Shares	Sole	2023-01-11
2022-09-30	$2,533,122	26,561	-1.4%	Shares	Sole	2022-10-19
2022-06-30	$2,497,094	26,949	-3.6%	Shares	Sole	2022-07-11
2022-03-31	$2,829,527	27,957	-8.7%	Shares	Sole	2022-04-13
2021-12-31	$3,158,037	30,613	-0.6%	Shares	Sole	2022-01-14
2021-09-30	$2,612,584	30,787	+0.5%	Shares	Sole	2021-10-14
2021-06-30	$2,556,851	30,643	+0.3%	Shares	Sole	2021-07-12
2021-03-31	$2,297,825	30,544	+8.6%	Shares	Sole	2021-04-12
2020-12-31	$1,920,596	28,120	+2.9%	Shares	Sole	2021-01-11
2020-09-30	$1,595,604	27,322	+2.1%	Shares	Sole	2020-10-09
2020-06-30	$1,738,727	26,762	-2.0%	Shares	Sole	2020-07-08
2020-03-31	$1,620,242	27,309	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.