Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$229,865
+$21,069 QoQ
Shares Held
2,222
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,633
of 2,051 holders
Holding Since
Mar 2024
3 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, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $1,089,803 across 2 Healthcare Plans names. CVS ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,069 | $859,938 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
2,222 | $229,865 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,865 | 2,222 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $208,796 | 2,631 | Shares | Sole | 2026-01-22 | |
| 2024-03-31 | $224,524 | 2,815 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||