Position in CVS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$23,987
-$2,519 QoQ
Shares Held
334
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $436,095 across 2 Healthcare Plans names. CVS ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,523 | $412,108 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
334 | $23,987 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,987 | 334 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,506 | 334 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,180 | 334 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,039 | 334 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $45,257 | 668 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $29,986 | 668 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||