Position in CVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$235,659
New position
Shares Held
2,278
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,623
of 2,051 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Crestmont Private Wealth LLC holds $440,980 across 2 Healthcare Plans names. CVS ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
2,278 | $235,659 | |
| 2 | UNH |
Unitedhealth Group Inc
|
494 | $205,321 |
All Filings in CVS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,659 | 2,278 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||