Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$340,453
+$127,794 QoQ
Shares Held
3,291
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,434
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, 2026WINCAP FINANCIAL LLC holds $340,453 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
3,291 | $340,453 |
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,453 | 3,291 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $212,659 | 2,961 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $212,049 | 2,672 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,540,443 | 20,433 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,343,730 | 19,480 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,621,460 | 23,933 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $827,008 | 18,423 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||