Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$251,176
+$20,953 QoQ
Shares Held
2,428
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,585
of 2,054 holders
Holding Since
Dec 2023
9 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, 2026TRITONPOINT WEALTH, LLC holds $4,803,155 across 2 Healthcare Plans names. CVS ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
10,952 | $4,551,979 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,428 | $251,176 |
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,176 | 2,428 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $230,223 | 2,901 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $231,824 | 3,075 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $211,285 | 3,063 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $255,824 | 3,776 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $215,489 | 3,427 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $502,482 | 8,508 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,301,762 | 16,321 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,610,784 | 20,400 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||