Position in CVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$310
+$95 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,047
of 2,054 holders
Holding Since
Mar 2025
5 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, 2026Bear Mountain Capital, Inc. holds $725 across 2 Healthcare Plans names. CVS ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1 | $415 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3 | $310 |
All Filings in CVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310 | 3 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $215 | 3 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $238 | 3 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $226 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,016 | 15 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||