Position in CVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$274,039
+$266,996 QoQ
Shares Held
2,649
+3091.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,533
of 2,054 holders
Holding Since
Dec 2020
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, 2026Cypress Point Wealth Management, LLC holds $509,944 across 2 Healthcare Plans names. CVS ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
2,649 | $274,039 | |
| 2 | ELV |
Elevance Health, Inc.
|
610 | $235,905 |
All Filings in CVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,039 | 2,649 | Shares | Sole | 2026-07-17 | |
| 2021-09-30 | $7,043 | 83 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,925 | 83 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,244 | 83 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $15,913 | 233 | Shares | Other | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||