Position in CVS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$12,803,385
+$3,988,199 QoQ
Shares Held
123,764
+0.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#356
of 2,054 holders
Holding Since
Mar 2025
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, 2026Cardinal Point Capital Management ULC holds $15,078,127 across 2 Healthcare Plans names. CVS ranks #1 (84.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
123,764 | $12,803,385 | |
| 2 | UNH |
Unitedhealth Group Inc
|
5,473 | $2,274,742 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,803,385 | 123,764 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,815,186 | 122,740 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,725,964 | 122,555 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,342,328 | 123,920 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,644,573 | 125,320 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $8,546,323 | 126,145 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||