Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$44,690
+$4,902 QoQ
Shares Held
432
-22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,871
of 2,054 holders
Holding Since
Dec 2024
7 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, 2026Whipplewood Advisors, LLC holds $107,865 across 2 Healthcare Plans names. CVS ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
152 | $63,175 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
432 | $44,690 |
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,690 | 432 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $39,788 | 554 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $31,744 | 400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,156 | 400 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $42,007 | 609 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $37,736 | 668 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $23,746 | 529 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||