Cypress Wealth Services, LLC

Position in CVS — CVS HEALTH Corp

CIK 1721527 PALM DESERT, CA

Back to CVS Full portfolio

Position in CVS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$298,453

+$91,827 QoQ

Shares Held

2,885

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,495

of 2,054 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CVS Over Time

Shares Held

Position Value (USD)

Derivatives in CVS

reported options exposure · as of Dec 31, 2020

CallValue

$13,660

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $1,439,106 across 3 Healthcare Plans names. CVS ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	1,792	$693,020
2	UNH	Unitedhealth Group Inc	1,077	$447,633
3	CVS	CVS HEALTH Corp This page	2,885	$298,453

All Filings in CVS

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,453	2,885	+0.3%	Shares	Sole	2026-07-13
2026-03-31	$206,626	2,877	-0.4%	Shares	Sole	2026-04-15
2025-12-31	$229,271	2,889	-2.9%	Shares	Sole	2026-01-14
2024-03-31	$237,365	2,976	+4.9%	Shares	Sole	2024-04-16
2023-12-31	$224,009	2,837	-15.7%	Shares	Sole	2024-01-11
2023-09-30	$235,014	3,366	+2.7%	Shares	Sole	2023-10-13
2023-06-30	$226,539	3,277	+5.1%	Shares	Sole	2023-07-21
2023-03-31	$231,772	3,119	+4.6%	Shares	Sole	2023-04-07
2022-12-31	$277,892	2,982	+9.4%	Shares	Sole	2023-01-19
2022-09-30	$260,073	2,727	-12.1%	Shares	Sole	2022-10-14
2022-06-30	$287,616	3,104	+0.1%	Shares	Sole	2022-07-27
2022-03-31	$313,852	3,101	+1.9%	Shares	Sole	2022-04-22
2021-12-31	$314,019	3,044	+1.4%	Shares	Sole	2022-01-19
2021-09-30	$254,749	3,002	-17.1%	Shares	Sole	2021-10-13
2021-06-30	$302,052	3,620	-0.5%	Shares	Sole	2021-07-14
2021-03-31	$273,686	3,638	+4.4%	Shares	Sole	2021-04-28
2020-12-31	$13,660	200	—	Call	Sole	2021-01-22
2020-12-31	$238,093	3,486	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.