Position in CVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$283,039
+$67,418 QoQ
Shares Held
2,736
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,517
of 2,054 holders
Holding Since
Dec 2023
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, 2026SUTTON PLACE INVESTORS LLC holds $750,622 across 2 Healthcare Plans names. CVS ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,125 | $467,583 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,736 | $283,039 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,039 | 2,736 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $215,621 | 2,717 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $200,160 | 2,655 | Shares | Sole | 2025-10-28 | |
| 2024-09-30 | $209,327 | 3,329 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $864,279 | 10,836 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $614,624 | 7,784 | Shares | Defined | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||