55 North Private Wealth, LLC

Position in CVS — CVS HEALTH Corp

CIK 2106457 WINTER PARK, FL

Position in CVS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$455,283

+$208,941 QoQ

Shares Held

4,401

+28.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,281

of 2,051 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

55 North Private Wealth, LLC holds $1,958,126 across 5 Healthcare Plans names. CVS ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,055	$854,119
2	CVS	CVS HEALTH Corp This page	4,401	$455,283
3	HUM	Humana Inc	562	$223,237
4	ELV	Elevance Health, Inc.	572	$221,209
5	CI	Cigna Group	741	$204,278

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,283	4,401	+28.3%	Shares	Sole	2026-07-07
2026-03-31	$246,342	3,430	—	Shares	Sole	2026-04-17
No filing history on record for this holder in this stock.