Position in CVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$949,153
+$290,205 QoQ
Shares Held
9,175
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#992
of 2,051 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Steadtrust LLC holds $949,153 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
|
9,175 | $949,153 |
All Filings in CVS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $949,153 | 9,175 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $658,948 | 9,175 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $728,128 | 9,175 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $767,093 | 10,175 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $689,800 | 10,000 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||