Truvestments Capital LLC

Position in CVS — CVS HEALTH Corp

CIK 1750405 SARASOTA, FL

Position in CVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$489,628

+$137,280 QoQ

Shares Held

4,733

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,247

of 2,051 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Truvestments Capital LLC holds $974,719 across 4 Healthcare Plans names. CVS ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	4,733	$489,628
2	CI	Cigna Group	1,298	$357,832
3	UNH	Unitedhealth Group Inc	215	$89,360
4	ELV	Elevance Health, Inc.	98	$37,899

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$489,628	4,733	-3.5%	Shares	Sole	2026-08-12
2026-03-31	$352,348	4,906	0.0%	Shares	Sole	2026-05-13
2025-12-31	$389,340	4,906	-14.4%	Shares	Sole	2026-02-13
2025-09-30	$432,286	5,734	-0.6%	Shares	Sole	2025-11-14
2025-06-30	$398,014	5,770	+0.2%	Shares	Sole	2025-08-13
2025-03-31	$390,307	5,761	+2.1%	Shares	Sole	2025-05-14
2024-12-31	$253,179	5,640	-0.4%	Shares	Sole	2025-02-10
2024-09-30	$356,026	5,662	+143.3%	Shares	Sole	2024-11-13
2024-03-31	$185,601	2,327	-19.6%	Shares	Sole	2024-05-14
2023-12-31	$228,431	2,893	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$210,367	3,013	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$207,182	2,997	+0.7%	Shares	Sole	2023-08-10
2023-03-31	$221,072	2,975	-14.8%	Shares	Sole	2023-05-12
2022-12-31	$325,419	3,492	-48.8%	Shares	Sole	2023-02-14
2022-09-30	$650,518	6,821	+0.3%	Shares	Sole	2022-11-15
2022-06-30	$630,365	6,803	-1.8%	Shares	Sole	2022-08-09
2022-03-31	$701,182	6,928	-4.7%	Shares	Sole	2022-05-02
2021-12-31	$749,766	7,268	+1.7%	Shares	Sole	2022-02-14
2021-09-30	$606,664	7,149	+2.6%	Shares	Sole	2021-10-29
2021-06-30	$581,159	6,965	-2.7%	Shares	Sole	2021-08-12
2021-03-31	$538,420	7,157	+25.1%	Shares	Sole	2021-05-18
2020-12-31	$390,812	5,722	-1.9%	Shares	Sole	2021-02-17
2020-09-30	$340,529	5,831	-69.1%	Shares	Sole	2020-11-13
2020-06-30	$1,225,658	18,865	-16.7%	Shares	Sole	2020-08-06
2020-03-31	$1,344,358	22,659	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.