Position in CVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,655
+$14,265 QoQ
Shares Held
451
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,862
of 2,054 holders
Holding Since
Jun 2025
5 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, 2026Boreal Capital Management LLC holds $1,167,068 across 4 Healthcare Plans names. CVS ranks #2 (4.0% of the industry book) .
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,655 | 451 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $32,390 | 451 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $35,791 | 451 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,120 | 373 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $14,140 | 205 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||