Position in CVS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$19,678
-$2,066 QoQ
Shares Held
274
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Sherman Asset Management, Inc. holds $108,063 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
260 | $108,063 |
All Filings in CVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,678 | 274 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,744 | 274 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $20,656 | 274 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $18,900 | 274 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,563 | 274 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,703 | 283 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||