Position in CVS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$715,874
+$212,919 QoQ
Shares Held
6,920
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,105
of 2,051 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $3,315,094 across 3 Healthcare Plans names. CVS ranks #3 (21.6% of the industry book) .
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,874 | 6,920 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $502,955 | 7,003 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $577,582 | 7,278 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $565,274 | 7,498 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $592,193 | 8,585 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||