Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$333,833
+$107,313 QoQ
Shares Held
3,227
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,438
of 2,051 holders
Holding Since
Mar 2025
6 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, 2026Topsail Wealth Management, LLC holds $1,249,050 across 2 Healthcare Plans names. CVS ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,202 | $915,217 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
3,227 | $333,833 |
All Filings in CVS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,833 | 3,227 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $226,520 | 3,154 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $250,301 | 3,154 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $237,780 | 3,154 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $343,865 | 4,985 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $336,717 | 4,970 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||