Position in CVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$80,277
+$28,783 QoQ
Shares Held
776
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,805
of 2,051 holders
Holding Since
Dec 2025
3 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, 2026Triumph Capital Management holds $1,214,335 across 9 Healthcare Plans names. CVS ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,878 | $780,553 | |
| 2 | HUM |
Humana Inc
|
621 | $246,673 | |
| 3 | CVS |
CVS HEALTH Corp
This page
|
776 | $80,277 | |
| 4 | OSCR |
Oscar Health, Inc.
|
1,500 | $42,780 | |
| 5 | CLOV |
Clover Health Investments, Corp. /De
|
4,000 | $20,960 | |
| 6 | CI |
Cigna Group
|
65 | $17,919 | |
| 7 | PGNY |
Progyny, Inc.
|
600 | $17,298 | |
| 8 | ELV |
Elevance Health, Inc.
|
18 | $6,961 |
All Filings in CVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,277 | 776 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $51,494 | 717 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $56,980 | 718 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||