Fortitude Family Office, LLC
Family OfficePosition in CVS — CVS HEALTH Corp
CIK 1950506
SCOTTSDALE, AZ
Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$48,621
+$13,214 QoQ
Shares Held
470
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,859
of 2,054 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Fortitude Family Office, LLC holds $464,279 across 9 Healthcare Plans names. CVS ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
411 | $170,823 | |
| 2 | CI |
Cigna Group
|
356 | $98,142 | |
| 3 | CNC |
Centene Corp
|
1,084 | $69,581 | |
| 4 | CVS |
CVS HEALTH Corp
This page
|
470 | $48,621 | |
| 5 | ELV |
Elevance Health, Inc.
|
108 | $41,766 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
80 | $18,296 | |
| 7 | HUM |
Humana Inc
|
35 | $13,902 | |
| 8 | OSCR |
Oscar Health, Inc.
|
77 | $2,196 |
All Filings in CVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,621 | 470 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $35,407 | 493 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $23,649 | 298 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $16,736 | 222 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,864 | 201 | Shares | Sole | 2025-07-15 | |
| 2024-09-30 | $27,478 | 437 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $63,430 | 1,074 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $87,337 | 1,095 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $86,461 | 1,095 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||