Position in CVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,887,133
+$1,101,738 QoQ
Shares Held
37,575
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#576
of 2,051 holders
Holding Since
Dec 2025
3 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, 2026Third View Private Wealth, LLC holds $4,422,464 across 2 Healthcare Plans names. CVS ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
37,575 | $3,887,133 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,288 | $535,331 |
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,887,133 | 37,575 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $2,785,395 | 38,783 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,769,267 | 34,895 | Shares | Other | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||