Position in CVS
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,950,746
+$1,092,437 QoQ
Shares Held
55,009
+52.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,950,746 | 55,009 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,858,309 | 36,017 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,543,507 | 33,738 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||