Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,517
+$1,076 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,008
of 2,051 holders
Holding Since
Sep 2025
4 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, 2026Tripletail Wealth Management, LLC holds $7,257 across 2 Healthcare Plans names. CVS ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
9 | $3,740 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
34 | $3,517 |
All Filings in CVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,517 | 34 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,441 | 34 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,698 | 34 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,563 | 34 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||