Position in CVS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$21,000
+$6,421 QoQ
Shares Held
203
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,925
of 2,054 holders
Holding Since
Sep 2023
12 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, 2026SYNTAX RESEARCH, INC. holds $48,847 across 2 Healthcare Plans names. CVS ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
67 | $27,847 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
203 | $21,000 |
All Filings in CVS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,000 | 203 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $14,579 | 203 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $29,442 | 371 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $27,969 | 371 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,591 | 371 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $25,135 | 371 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $34,655 | 772 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $48,543 | 772 | Shares | Sole | 2024-12-18 | |
| 2024-06-30 | $54,748 | 927 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $73,937 | 927 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $73,195 | 927 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $65,560 | 939 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||