Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,496,404
+$660,563 QoQ
Shares Held
14,465
+24.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#825
of 2,051 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026KINTRA WEALTH, LLC holds $2,064,570 across 2 Healthcare Plans names. CVS ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
14,465 | $1,496,404 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,367 | $568,166 |
All Filings in CVS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,496,404 | 14,465 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $835,841 | 11,638 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $266,398 | 3,340 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $283,071 | 3,585 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $223,563 | 3,202 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $205,800 | 2,977 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $236,236 | 2,535 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $235,945 | 2,474 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $353,775 | 3,818 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $403,524 | 3,987 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $458,752 | 4,447 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||